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DBORX vs RLBEX
DBORX vs RLBEX Comparison
Open Charts DBORX vs RLBEX
BNY Mellon Balanced Opportunity I
Price$25.75
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets289.39M
American Funds American Balanced R4
Price$39.09
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets265.76B
DBORX vs RLBEX Comparison Chart in %
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DBORX vs. RLBEX commentary
Oct 24, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. DBORX (289M). RLBEX pays higher dividends than DBORX: RLBEX (1.74) vs DBORX (1.33). DBORX was incepted earlier than RLBEX: DBORX (22 years) vs RLBEX (23 years). DBORX (1.01) is less costly to investors than RLBEX (0.59). DBORX (46.25) and RLBEX (44.00) have comparable annual turnover. 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 : 10.11 vs. DBORX (5.18). RLBEX return over 5 years is better than : 43.32 vs. DBORX (12.18).
| DBORX | RLBEX | DBORX / RLBEX | |
| Total Expense Ratio | 0.90 | 0.59 | 153% |
| Annual Report Gross Expense Ratio | 1.01 | 0.59 | 171% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 10.897 | 15.073 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 266B | 0% |
| Annual Yield % from dividends | 1.33 | 1.74 | 77% |
| Returns for 1 year | 5.18 | 10.11 | 51% |
| Returns for 3 years | 32.08 | 49.56 | 65% |
| Returns for 5 years | 12.18 | 43.32 | 28% |
| Returns for 10 years | 28.37 | 75.38 | 38% |
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