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DBORX vs RLBAX
DBORX vs RLBAX Comparison
Open Charts DBORX vs RLBAX
BNY Mellon Balanced Opportunity I
Price$24.55
Change+$0.11 (+0.45%)
VolumeN/A
Net Assets281.19M
American Funds American Balanced R1
Price$36.33
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets250.05B
DBORX vs RLBAX Comparison Chart in %
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DBORX vs. RLBAX commentary
Jul 02, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 250B vs. DBORX (281M). DBORX pays higher dividends than RLBAX: DBORX (1.45) vs RLBAX (1.23). DBORX was incepted earlier than RLBAX: DBORX (21 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 : 6.93 vs. DBORX (4.19). RLBAX return over 5 years is better than : 36.22 vs. DBORX (16.01).
| DBORX | RLBAX | DBORX / RLBAX | |
| Total Expense Ratio | 0.90 | 1.31 | 69% |
| Annual Report Gross Expense Ratio | 1.01 | 1.31 | 77% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 4.848 | 6.620 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 250B | 0% |
| Annual Yield % from dividends | 1.45 | 1.23 | 117% |
| Returns for 1 year | 4.19 | 6.93 | 60% |
| Returns for 3 years | 21.63 | 31.18 | 69% |
| Returns for 5 years | 16.01 | 36.22 | 44% |
| Returns for 10 years | 21.31 | 56.24 | 38% |
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