Ad is loading...
DBORX vs RLBEX
DBORX vs RLBEX Comparison
Open Charts DBORX vs RLBEX
BNY Mellon Balanced Opportunity I
Price$22.90
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets267.36M
American Funds American Balanced R4
Price$34.31
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
DBORX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBORX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. DBORX (267M). RLBEX pays higher dividends than DBORX: RLBEX (1.98) vs DBORX (1.50). DBORX was incepted earlier than RLBEX: DBORX (21 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 : 4.73 vs. DBORX (-0.92). RLBEX return over 5 years is better than : 36.69 vs. DBORX (12.70).
| DBORX | RLBEX | DBORX / RLBEX | |
| Total Expense Ratio | 0.90 | 0.59 | 153% |
| Annual Report Gross Expense Ratio | 1.01 | 0.59 | 171% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.359 | 0.425 | -556% |
| 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 | 1.98 | 76% |
| Returns for 1 year | -0.92 | 4.73 | -19% |
| Returns for 3 years | 8.08 | 21.84 | 37% |
| Returns for 5 years | 12.70 | 36.69 | 35% |
| Returns for 10 years | 11.72 | 52.56 | 22% |
View a ticker or compare two or three
VS
VS
Ad is loading...