Interact to see
Advertisement
Advertisement
DBORX vs RLBFX
DBORX vs RLBFX Comparison
Open Charts DBORX vs RLBFX
BNY Mellon Balanced Opportunity I
Price$25.45
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets287.44M
American Funds American Balanced R5
Price$38.68
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
DBORX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBORX vs. RLBFX commentary
Sep 16, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 262B vs. DBORX (287M). RLBFX pays higher dividends than DBORX: RLBFX (2.05) vs DBORX (1.35). 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 : 10.64 vs. DBORX (6.03). RLBFX return over 5 years is better than : 44.98 vs. DBORX (14.84).
| 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 | 9.181 | 13.320 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 262B | 0% |
| Annual Yield % from dividends | 1.35 | 2.05 | 66% |
| Returns for 1 year | 6.03 | 10.64 | 57% |
| Returns for 3 years | 24.52 | 43.44 | 56% |
| Returns for 5 years | 14.84 | 44.98 | 33% |
| Returns for 10 years | 30.29 | 80.99 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JRAIX | 98.20 | -0.05 | -0.05% |
| Janus Henderson Research I | |||
| GSAKX | 20.11 | -0.06 | -0.30% |
| Goldman Sachs International Eq Inc A | |||
| CAXIX | 19.86 | -0.07 | -0.35% |
| Catalyst/MAP Global Equity I | |||
| TOTFX | 11.78 | -0.11 | -0.93% |
| Transamerica Mid Cap Value Opps R4 | |||
| WASMX | 24.91 | -0.33 | -1.31% |
| Boston Trust Walden SMID Cap | |||