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DBOCX vs RLBFX
DBOCX vs RLBFX Comparison
Open Charts DBOCX vs RLBFX
BNY Mellon Balanced Opportunity C
Price$23.71
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets275.31M
American Funds American Balanced R5
Price$35.83
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
DBOCX vs RLBFX Comparison Chart
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DBOCX vs. RLBFX commentary
Jun 07, 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: 243B vs. DBOCX (275M). 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 : 7.28 vs. DBOCX (1.11). RLBFX return over 5 years is better than : 36.31 vs. DBOCX (6.47).
| 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 | 1.498 | 4.702 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 243B | 0% |
| Annual Yield % from dividends | 0.43 | 2.18 | 20% |
| Returns for 1 year | 1.11 | 7.28 | 15% |
| Returns for 3 years | 10.36 | 23.88 | 43% |
| Returns for 5 years | 6.47 | 36.31 | 18% |
| Returns for 10 years | 12.47 | 61.89 | 20% |
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