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DBOCX vs RLBEX
DBOCX vs RLBEX Comparison
Open Charts DBOCX vs RLBEX
BNY Mellon Balanced Opportunity C
Price$25.25
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets286.25M
American Funds American Balanced R4
Price$37.67
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
DBOCX vs RLBEX Comparison Chart in %
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DBOCX vs. RLBEX commentary
Aug 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DBOCX is a StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 255B vs. DBOCX (286M). RLBEX pays higher dividends than DBOCX: RLBEX (1.81) vs DBOCX (0.41). DBOCX was incepted earlier than RLBEX: DBOCX (22 years) vs RLBEX (23 years). DBOCX (2.03) is less costly to investors than RLBEX (0.59). DBOCX (46.25) and RLBEX (44.00) have comparable annual turnover. RLBEX has a lower initial minimum investment than DBOCX: RLBEX (250) vs DBOCX (1000). RLBEX annual gain was more profitable for investors over the last year : 8.05 vs. DBOCX (4.67). RLBEX return over 5 years is better than : 37.36 vs. DBOCX (7.10).
| DBOCX | RLBEX | DBOCX / RLBEX | |
| Total Expense Ratio | 1.90 | 0.59 | 322% |
| Annual Report Gross Expense Ratio | 2.03 | 0.59 | 344% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 7.659 | 10.588 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 255B | 0% |
| Annual Yield % from dividends | 0.41 | 1.81 | 23% |
| Returns for 1 year | 4.67 | 8.05 | 58% |
| Returns for 3 years | 20.01 | 35.56 | 56% |
| Returns for 5 years | 7.10 | 37.36 | 19% |
| Returns for 10 years | 23.87 | 76.23 | 31% |
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