Ad is loading...
DBOCX vs RLBEX
DBOCX vs RLBEX Comparison
Open Charts DBOCX vs RLBEX
BNY Mellon Balanced Opportunity C
Price$24.04
Change+$0.12 (+0.50%)
VolumeN/A
Net Assets288.88M
American Funds American Balanced R4
Price$35.33
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
DBOCX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBOCX vs. RLBEX commentary
Jan 31, 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: 241B vs. DBOCX (289M). RLBEX pays higher dividends than DBOCX: RLBEX (2.24) vs DBOCX (0.48). DBOCX was incepted earlier than RLBEX: DBOCX (21 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. DBOCX (71.50). 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 : 12.05 vs. DBOCX (8.57). RLBEX return over 5 years is better than : 33.82 vs. DBOCX (4.59).
| DBOCX | RLBEX | DBOCX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.867 | 3.093 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 241B | 0% |
| Annual Yield % from dividends | 0.48 | 2.24 | 22% |
| Returns for 1 year | 8.57 | 12.05 | 71% |
| Returns for 3 years | 2.11 | 14.68 | 14% |
| Returns for 5 years | 4.59 | 33.82 | 14% |
| Returns for 10 years | 16.60 | 59.61 | 28% |
View a ticker or compare two or three
VS
VS
Ad is loading...