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DBOCX vs RLBFX
DBOCX vs RLBFX Comparison
Open Charts DBOCX vs RLBFX
BNY Mellon Balanced Opportunity C
Price$25.60
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets290.95M
American Funds American Balanced R5
Price$39.00
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
DBOCX vs RLBFX Comparison Chart in %
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DBOCX vs. RLBFX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. DBOCX (291M). RLBFX pays higher dividends than DBOCX: RLBFX (2.00) vs DBOCX (0.40). DBOCX was incepted earlier than RLBFX: DBOCX (22 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 : 10.30 vs. DBOCX (5.61). RLBFX return over 5 years is better than : 44.24 vs. DBOCX (9.60).
| DBOCX | RLBFX | DBOCX / RLBFX | |
| Total Expense Ratio | 1.90 | 0.29 | 655% |
| Annual Report Gross Expense Ratio | 2.03 | 0.29 | 700% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 9.799 | 14.654 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 266B | 0% |
| Annual Yield % from dividends | 0.40 | 2.00 | 20% |
| Returns for 1 year | 5.61 | 10.30 | 54% |
| Returns for 3 years | 30.97 | 52.37 | 59% |
| Returns for 5 years | 9.60 | 44.24 | 22% |
| Returns for 10 years | 25.12 | 79.97 | 31% |
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