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DBORX vs RLBBX
DBORX vs RLBBX Comparison
Open Charts DBORX vs RLBBX
BNY Mellon Balanced Opportunity I
Price$24.59
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets281.95M
American Funds American Balanced R2
Price$36.39
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
DBORX vs RLBBX Comparison Chart in %
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DBORX vs. RLBBX commentary
Jul 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 Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 251B vs. DBORX (282M). DBORX pays higher dividends than RLBBX: DBORX (1.39) vs RLBBX (1.17). 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 : 7.11 vs. DBORX (4.35). RLBBX return over 5 years is better than : 36.40 vs. DBORX (15.80).
| 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 | 5.234 | 7.144 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 251B | 0% |
| Annual Yield % from dividends | 1.39 | 1.17 | 118% |
| Returns for 1 year | 4.35 | 7.11 | 61% |
| Returns for 3 years | 22.08 | 31.83 | 69% |
| Returns for 5 years | 15.80 | 36.40 | 43% |
| Returns for 10 years | 21.76 | 57.00 | 38% |
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