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DBORX vs RLBCX
DBORX vs RLBCX Comparison
Open Charts DBORX vs RLBCX
BNY Mellon Balanced Opportunity I
Price$23.28
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets283.41M
American Funds American Balanced R3
Price$34.03
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets234.7B
DBORX vs RLBCX Comparison Chart
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DBORX vs. RLBCX commentary
Jan 15, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. DBORX (283M). RLBCX pays higher dividends than DBORX: RLBCX (1.98) vs DBORX (1.41). DBORX was incepted earlier than RLBCX: DBORX (21 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. DBORX (71.50). 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 : 8.66 vs. DBORX (6.54). RLBCX return over 5 years is better than : 25.95 vs. DBORX (2.75).
| DBORX | RLBCX | DBORX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -0.257 | -0.410 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 235B | 0% |
| Annual Yield % from dividends | 1.41 | 1.98 | 72% |
| Returns for 1 year | 6.54 | 8.66 | 76% |
| Returns for 3 years | -2.68 | 7.59 | -35% |
| Returns for 5 years | 2.75 | 25.95 | 11% |
| Returns for 10 years | 19.03 | 50.00 | 38% |
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