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DBORX vs RLBEX
DBORX vs RLBEX Comparison
Open Charts DBORX vs RLBEX
BNY Mellon Balanced Opportunity I
Price$24.70
Change+$0.11 (+0.45%)
VolumeN/A
Net Assets283.35M
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
DBORX vs RLBEX Comparison Chart in %
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DBORX vs. RLBEX commentary
Jul 06, 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: 252B vs. DBORX (283M). RLBEX pays higher dividends than DBORX: RLBEX (1.83) vs DBORX (1.39). 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 : 7.86 vs. DBORX (4.50). RLBEX return over 5 years is better than : 41.38 vs. DBORX (16.60).
| 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 | 5.963 | 8.064 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 252B | 0% |
| Annual Yield % from dividends | 1.39 | 1.83 | 76% |
| Returns for 1 year | 4.50 | 7.86 | 57% |
| Returns for 3 years | 22.93 | 35.05 | 65% |
| Returns for 5 years | 16.60 | 41.38 | 40% |
| Returns for 10 years | 22.89 | 67.17 | 34% |