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DBOCX vs RLBFX
DBOCX vs RLBFX Comparison
Open Charts DBOCX vs RLBFX
BNY Mellon Balanced Opportunity C
Price$24.39
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets281.19M
American Funds American Balanced R5
Price$36.57
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
DBOCX vs RLBFX Comparison Chart in %
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DBOCX vs. RLBFX commentary
Jun 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 250B vs. DBOCX (281M). RLBFX pays higher dividends than DBOCX: RLBFX (2.18) vs DBOCX (0.43). 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 : 7.90 vs. DBOCX (3.18). RLBFX return over 5 years is better than : 44.86 vs. DBOCX (14.76).
| 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 | 4.365 | 7.138 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 250B | 0% |
| Annual Yield % from dividends | 0.43 | 2.18 | 20% |
| Returns for 1 year | 3.18 | 7.90 | 40% |
| Returns for 3 years | 20.51 | 35.14 | 58% |
| Returns for 5 years | 14.76 | 44.86 | 33% |
| Returns for 10 years | 16.24 | 67.01 | 24% |
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