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DBORX vs RLBBX
DBORX vs RLBBX Comparison
Open Charts DBORX vs RLBBX
BNY Mellon Balanced Opportunity I
Price$22.90
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets267.36M
American Funds American Balanced R2
Price$34.06
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
DBORX vs RLBBX Comparison Chart
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DBORX vs. RLBBX commentary
May 09, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 234B vs. DBORX (267M). DBORX pays higher dividends than RLBBX: DBORX (1.50) vs RLBBX (1.27). DBORX was incepted earlier than RLBBX: DBORX (21 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than DBORX (1.01). DBORX (46.25) and RLBBX (44.00) have comparable annual turnover. RLBBX has a lower initial minimum investment than DBORX: RLBBX (250) vs DBORX (1000). RLBBX annual gain was more profitable for investors over the last year : 3.92 vs. DBORX (-0.92). RLBBX return over 5 years is better than : 32.50 vs. DBORX (12.70).
| DBORX | RLBBX | DBORX / RLBBX | |
| Total Expense Ratio | 0.90 | 1.32 | 68% |
| Annual Report Gross Expense Ratio | 1.01 | 1.32 | 77% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.359 | 0.157 | -1,507% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 234B | 0% |
| Annual Yield % from dividends | 1.50 | 1.27 | 118% |
| Returns for 1 year | -0.92 | 3.92 | -24% |
| Returns for 3 years | 8.08 | 19.70 | 41% |
| Returns for 5 years | 12.70 | 32.50 | 39% |
| Returns for 10 years | 11.72 | 44.46 | 26% |
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