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DBOCX vs RLBFX
DBOCX vs RLBFX Comparison
Open Charts DBOCX vs RLBFX
BNY Mellon Balanced Opportunity C
Price$25.43
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets286.19M
American Funds American Balanced R5
Price$38.78
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
DBOCX vs RLBFX Comparison Chart in %
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DBOCX vs. RLBFX commentary
Nov 20, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 264B vs. DBOCX (286M). RLBFX pays higher dividends than DBOCX: RLBFX (1.97) vs DBOCX (0.39). DBOCX was incepted earlier than RLBFX: DBOCX (22 years) vs RLBFX (24 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 : 9.13 vs. DBOCX (3.17). RLBFX return over 5 years is better than : 39.76 vs. DBOCX (5.03).
| 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 | 24 years | - |
| Gain YTD | 9.200 | 14.008 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 264B | 0% |
| Annual Yield % from dividends | 0.39 | 1.97 | 20% |
| Returns for 1 year | 3.17 | 9.13 | 35% |
| Returns for 3 years | 23.07 | 41.78 | 55% |
| Returns for 5 years | 5.03 | 39.76 | 13% |
| Returns for 10 years | 21.40 | 73.89 | 29% |
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