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DBOCX vs RLBFX
DBOCX vs RLBFX Comparison
Open Charts DBOCX vs RLBFX
BNY Mellon Balanced Opportunity C
Price$22.88
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets267.36M
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
DBOCX vs RLBFX Comparison Chart
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DBOCX vs. RLBFX commentary
May 09, 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. DBOCX (267M). RLBFX pays higher dividends than DBOCX: RLBFX (2.26) vs DBOCX (0.45). DBOCX was incepted earlier than RLBFX: DBOCX (21 years) vs RLBFX (23 years). DBOCX (2.03) is less costly to investors than RLBFX (0.29). DBOCX (46.25) and RLBFX (44.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than DBOCX: RLBFX (250) vs DBOCX (1000). RLBFX annual gain was more profitable for investors over the last year : 5.06 vs. DBOCX (-0.79). RLBFX return over 5 years is better than : 38.47 vs. DBOCX (9.68).
| DBOCX | RLBFX | DBOCX / RLBFX | |
| Total Expense Ratio | 1.90 | 0.29 | 655% |
| Annual Report Gross Expense Ratio | 2.03 | 0.29 | 700% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.353 | 0.528 | -446% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 234B | 0% |
| Annual Yield % from dividends | 0.45 | 2.26 | 20% |
| Returns for 1 year | -0.79 | 5.06 | -16% |
| Returns for 3 years | 10.31 | 22.75 | 45% |
| Returns for 5 years | 9.68 | 38.47 | 25% |
| Returns for 10 years | 7.65 | 53.33 | 14% |
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