Ad is loading...
DBORX vs RLBEX
DBORX vs RLBEX Comparison
Open Charts DBORX vs RLBEX
BNY Mellon Balanced Opportunity I
Price$22.70
Change-$0.14 (-0.61%)
VolumeN/A
Net Assets272.37M
American Funds American Balanced R4
Price$33.81
Change-$0.22 (-0.65%)
VolumeN/A
Net Assets233.53B
DBORX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBORX vs. RLBEX commentary
Mar 14, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. DBORX (272M). RLBEX pays higher dividends than DBORX: RLBEX (1.91) vs DBORX (1.44). DBORX was incepted earlier than RLBEX: DBORX (21 years) vs RLBEX (23 years). DBORX (1.05) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. DBORX (46.25). RLBEX has a lower initial minimum investment than DBORX: RLBEX (250) vs DBORX (1000). RLBEX annual gain was more profitable for investors over the last year : 4.00 vs. DBORX (0.03). RLBEX return over 5 years is better than : 42.88 vs. DBORX (18.31).
| DBORX | RLBEX | DBORX / RLBEX | |
| Total Expense Ratio | 0.90 | 0.60 | 150% |
| Annual Report Gross Expense Ratio | 1.05 | 0.60 | 175% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.317 | -0.395 | 587% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 234B | 0% |
| Annual Yield % from dividends | 1.44 | 1.91 | 75% |
| Returns for 1 year | 0.03 | 4.00 | 1% |
| Returns for 3 years | 2.43 | 15.34 | 16% |
| Returns for 5 years | 18.31 | 42.88 | 43% |
| Returns for 10 years | 13.29 | 53.96 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...