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DBOCX vs RLBFX
DBOCX vs RLBFX Comparison
Open Charts DBOCX vs RLBFX
BNY Mellon Balanced Opportunity C
Price$25.25
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets286.25M
American Funds American Balanced R5
Price$37.82
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets255.46B
DBOCX vs RLBFX Comparison Chart in %
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DBOCX vs. RLBFX commentary
Aug 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 255B vs. DBOCX (286M). RLBFX pays higher dividends than DBOCX: RLBFX (2.08) vs DBOCX (0.41). DBOCX was incepted earlier than RLBFX: DBOCX (22 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 : 8.40 vs. DBOCX (4.67). RLBFX return over 5 years is better than : 39.12 vs. DBOCX (7.10).
| 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 | 23 years | - |
| Gain YTD | 7.659 | 10.801 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 255B | 0% |
| Annual Yield % from dividends | 0.41 | 2.08 | 20% |
| Returns for 1 year | 4.67 | 8.40 | 56% |
| Returns for 3 years | 20.01 | 36.67 | 55% |
| Returns for 5 years | 7.10 | 39.12 | 18% |
| Returns for 10 years | 23.87 | 77.18 | 31% |
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