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DBORX vs RLBFX
DBORX vs RLBFX Comparison
Open Charts DBORX vs RLBFX
BNY Mellon Balanced Opportunity I
Price$25.66
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets289.22M
American Funds American Balanced R5
Price$39.10
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets265.83B
DBORX vs RLBFX Comparison Chart in %
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DBORX vs. RLBFX commentary
Oct 17, 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. DBORX (289M). RLBFX pays higher dividends than DBORX: RLBFX (2.00) vs DBORX (1.33). DBORX was incepted earlier than RLBFX: DBORX (22 years) vs RLBFX (23 years). DBORX (1.01) is less costly to investors than RLBFX (0.29). DBORX (46.25) and RLBFX (44.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than DBORX: RLBFX (250) vs DBORX (1000). RLBFX annual gain was more profitable for investors over the last year : 9.67 vs. DBORX (4.41). RLBFX return over 5 years is better than : 43.97 vs. DBORX (11.46).
| DBORX | RLBFX | DBORX / RLBFX | |
| Total Expense Ratio | 0.90 | 0.29 | 310% |
| Annual Report Gross Expense Ratio | 1.01 | 0.29 | 348% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 9.953 | 14.948 | 67% |
| 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 | 2.00 | 67% |
| Returns for 1 year | 4.41 | 9.67 | 46% |
| Returns for 3 years | 34.40 | 55.10 | 62% |
| Returns for 5 years | 11.46 | 43.97 | 26% |
| Returns for 10 years | 28.91 | 78.82 | 37% |
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