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DBORX vs PACLX
DBORX vs PACLX Comparison
Open Charts DBORX vs PACLX
BNY Mellon Balanced Opportunity I
Price$22.91
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets270.43M
T. Rowe Price Capital Appreciation Adv
Price$34.25
Change+$0.17 (+0.50%)
VolumeN/A
Net Assets64.13B
DBORX vs PACLX Comparison Chart
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DBORX vs. PACLX commentary
Apr 04, 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 Hold and PACLX is a Buy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 64.1B vs. DBORX (270M). 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). PACLX annual gain was more profitable for investors over the last year : -0.25 vs. DBORX (-0.40). PACLX return over 5 years is better than : 40.17 vs. DBORX (26.67).
| 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 | -2.145 | 0.118 | -1,825% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 64.1B | 0% |
| Annual Yield % from dividends | 1.50 | 1.92 | 78% |
| Returns for 1 year | -0.40 | -0.25 | 162% |
| Returns for 3 years | -2.20 | 1.01 | -217% |
| Returns for 5 years | 26.67 | 40.17 | 66% |
| Returns for 10 years | 12.69 | 43.59 | 29% |
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