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DBORX vs RLBCX
DBORX vs RLBCX Comparison
Open Charts DBORX vs RLBCX
BNY Mellon Balanced Opportunity I
Price$24.44
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets281.19M
American Funds American Balanced R3
Price$36.28
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets250.05B
DBORX vs RLBCX Comparison Chart in %
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DBORX vs. RLBCX commentary
Jun 30, 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: 250B vs. DBORX (281M). RLBCX pays higher dividends than DBORX: RLBCX (1.63) vs DBORX (1.45). 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 : 7.24 vs. DBORX (3.79). RLBCX return over 5 years is better than : 41.21 vs. DBORX (18.24).
| 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 | 4.848 | 6.857 | 71% |
| 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 | 1.63 | 88% |
| Returns for 1 year | 3.79 | 7.24 | 52% |
| Returns for 3 years | 21.75 | 33.02 | 66% |
| Returns for 5 years | 18.24 | 41.21 | 44% |
| Returns for 10 years | 21.48 | 61.08 | 35% |
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