Interact to see
Advertisement
Advertisement
DBORX vs RLBAX
DBORX vs RLBAX Comparison
Open Charts DBORX vs RLBAX
BNY Mellon Balanced Opportunity I
Price$25.38
Change-$0.41 (-1.59%)
VolumeN/A
Net Assets286.35M
American Funds American Balanced R1
Price$37.97
Change-$0.61 (-1.58%)
VolumeN/A
Net Assets261.29B
DBORX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBORX vs. RLBAX commentary
Oct 13, 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 RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 261B vs. DBORX (286M). DBORX pays higher dividends than RLBAX: DBORX (1.33) vs RLBAX (1.10). DBORX was incepted earlier than RLBAX: DBORX (22 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than DBORX (1.01). DBORX (46.25) and RLBAX (44.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than DBORX: RLBAX (250) vs DBORX (1000). RLBAX annual gain was more profitable for investors over the last year : 6.61 vs. DBORX (5.48). RLBAX return over 5 years is better than : 35.41 vs. DBORX (12.44).
| DBORX | RLBAX | DBORX / RLBAX | |
| Total Expense Ratio | 0.90 | 1.31 | 69% |
| Annual Report Gross Expense Ratio | 1.01 | 1.31 | 77% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 10.639 | 12.029 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 261B | 0% |
| Annual Yield % from dividends | 1.33 | 1.10 | 121% |
| Returns for 1 year | 5.48 | 6.61 | 83% |
| Returns for 3 years | 34.20 | 47.36 | 72% |
| Returns for 5 years | 12.44 | 35.41 | 35% |
| Returns for 10 years | 31.21 | 66.55 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement