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DBORX vs PACLX
DBORX vs PACLX Comparison
Open Charts DBORX vs PACLX
BNY Mellon Balanced Opportunity I
Price$22.48
Change+$0.37 (+1.67%)
VolumeN/A
Net Assets259.94M
T. Rowe Price Capital Appreciation Adv
Price$33.73
Change+$0.47 (+1.41%)
VolumeN/A
Net Assets62.27B
DBORX vs PACLX Comparison Chart
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DBORX vs. PACLX commentary
Apr 26, 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 DBORX is a Buy and PACLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 62.3B vs. DBORX (260M). PACLX pays higher dividends than DBORX: PACLX (1.92) vs DBORX (1.50). DBORX was incepted earlier than PACLX: DBORX (21 years) vs PACLX (20 years). DBORX (1.05) is less costly to investors than PACLX (0.99). PACLX is a more actively managed with annual turnover of: 85.00 vs. DBORX (46.25). DBORX has a lower initial minimum investment than PACLX: DBORX (1000) vs PACLX (2500). DBORX (-1.46) and PACLX (-1.46) have marching annual gain over last year. PACLX return over 5 years is better than : 21.90 vs. DBORX (12.39).
| DBORX | PACLX | DBORX / PACLX | |
| Total Expense Ratio | 0.90 | 0.97 | 93% |
| Annual Report Gross Expense Ratio | 1.05 | 0.99 | 106% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | -5.148 | -2.291 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 62.3B | 0% |
| Annual Yield % from dividends | 1.50 | 1.92 | 78% |
| Returns for 1 year | -1.46 | -1.46 | 100% |
| Returns for 3 years | 0.71 | 3.06 | 23% |
| Returns for 5 years | 12.39 | 21.90 | 57% |
| Returns for 10 years | 8.93 | 39.82 | 22% |
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