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DBORX vs RLBCX
DBORX vs RLBCX Comparison
Open Charts DBORX vs RLBCX
BNY Mellon Balanced Opportunity I
Price$22.90
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets267.36M
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
DBORX vs RLBCX Comparison Chart
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DBORX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. DBORX (267M). RLBCX pays higher dividends than DBORX: RLBCX (1.70) vs DBORX (1.50). DBORX was incepted earlier than RLBCX: DBORX (21 years) vs RLBCX (23 years). DBORX (1.01) is less costly to investors than RLBCX (0.89). DBORX (46.25) and RLBCX (44.00) have comparable annual turnover. RLBCX has a lower initial minimum investment than DBORX: RLBCX (250) vs DBORX (1000). RLBCX annual gain was more profitable for investors over the last year : 4.33 vs. DBORX (-0.92). RLBCX return over 5 years is better than : 34.74 vs. DBORX (12.70).
| DBORX | RLBCX | DBORX / RLBCX | |
| Total Expense Ratio | 0.90 | 0.89 | 101% |
| Annual Report Gross Expense Ratio | 1.01 | 0.89 | 113% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.359 | 0.176 | -1,339% |
| 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 | 1.70 | 88% |
| Returns for 1 year | -0.92 | 4.33 | -21% |
| Returns for 3 years | 8.08 | 18.44 | 44% |
| Returns for 5 years | 12.70 | 34.74 | 37% |
| Returns for 10 years | 11.72 | 47.04 | 25% |
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