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DBOCX vs RLBFX
DBOCX vs RLBFX Comparison
Open Charts DBOCX vs RLBFX
BNY Mellon Balanced Opportunity C
Price$24.04
Change+$0.12 (+0.50%)
VolumeN/A
Net Assets288.88M
American Funds American Balanced R5
Price$35.46
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
DBOCX vs RLBFX Comparison Chart
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DBOCX vs. RLBFX commentary
Jan 31, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. DBOCX (289M). RLBFX pays higher dividends than DBOCX: RLBFX (2.50) vs DBOCX (0.48). DBOCX was incepted earlier than RLBFX: DBOCX (21 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. DBOCX (71.50). 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 : 12.41 vs. DBOCX (8.57). RLBFX return over 5 years is better than : 35.52 vs. DBOCX (4.59).
| DBOCX | RLBFX | DBOCX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.867 | 3.111 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 241B | 0% |
| Annual Yield % from dividends | 0.48 | 2.50 | 19% |
| Returns for 1 year | 8.57 | 12.41 | 69% |
| Returns for 3 years | 2.11 | 15.45 | 14% |
| Returns for 5 years | 4.59 | 35.52 | 13% |
| Returns for 10 years | 16.60 | 60.27 | 28% |
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