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DBORX vs RLBFX
DBORX vs RLBFX Comparison
Open Charts DBORX vs RLBFX
BNY Mellon Balanced Opportunity I
Price$22.90
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets267.36M
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
DBORX vs RLBFX Comparison Chart
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DBORX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. DBORX (267M). RLBFX pays higher dividends than DBORX: RLBFX (2.26) vs DBORX (1.50). DBORX was incepted earlier than RLBFX: DBORX (21 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 : 5.00 vs. DBORX (-0.92). RLBFX return over 5 years is better than : 38.27 vs. DBORX (12.70).
| DBORX | RLBFX | DBORX / RLBFX | |
| Total Expense Ratio | 0.90 | 0.29 | 310% |
| Annual Report Gross Expense Ratio | 1.01 | 0.29 | 348% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.359 | 0.382 | -617% |
| 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 | 2.26 | 66% |
| Returns for 1 year | -0.92 | 5.00 | -18% |
| Returns for 3 years | 8.08 | 20.22 | 40% |
| Returns for 5 years | 12.70 | 38.27 | 33% |
| Returns for 10 years | 11.72 | 52.32 | 22% |
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