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DBOCX vs RLBFX
DBOCX vs RLBFX Comparison
Open Charts DBOCX vs RLBFX
BNY Mellon Balanced Opportunity C
Price$21.83
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets258.17M
American Funds American Balanced R5
Price$33.02
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
DBOCX vs RLBFX Comparison Chart
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DBOCX vs. RLBFX commentary
Apr 18, 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: 225B vs. DBOCX (258M). RLBFX pays higher dividends than DBOCX: RLBFX (2.26) vs DBOCX (0.44). DBOCX was incepted earlier than RLBFX: DBOCX (21 years) vs RLBFX (23 years). DBOCX (2.06) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. DBOCX (46.25). 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 : 2.88 vs. DBOCX (-2.29). RLBFX return over 5 years is better than : 33.40 vs. DBOCX (7.15).
| DBOCX | RLBFX | DBOCX / RLBFX | |
| Total Expense Ratio | 1.90 | 0.30 | 633% |
| Annual Report Gross Expense Ratio | 2.06 | 0.30 | 687% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -6.290 | -3.617 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 225B | 0% |
| Annual Yield % from dividends | 0.44 | 2.26 | 20% |
| Returns for 1 year | -2.29 | 2.88 | -79% |
| Returns for 3 years | -3.72 | 10.75 | -35% |
| Returns for 5 years | 7.15 | 33.40 | 21% |
| Returns for 10 years | 2.83 | 47.01 | 6% |
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