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DBORX vs RLBFX
DBORX vs RLBFX Comparison
Open Charts DBORX vs RLBFX
BNY Mellon Balanced Opportunity I
Price$24.70
Change+$0.11 (+0.45%)
VolumeN/A
Net Assets283.35M
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
DBORX vs RLBFX Comparison Chart in %
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DBORX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. DBORX (283M). RLBFX pays higher dividends than DBORX: RLBFX (2.10) vs DBORX (1.39). 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 : 8.18 vs. DBORX (4.50). RLBFX return over 5 years is better than : 43.24 vs. DBORX (16.60).
| 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 | 5.963 | 8.222 | 73% |
| 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 | 2.10 | 66% |
| Returns for 1 year | 4.50 | 8.18 | 55% |
| Returns for 3 years | 22.93 | 36.13 | 63% |
| Returns for 5 years | 16.60 | 43.24 | 38% |
| Returns for 10 years | 22.89 | 68.15 | 34% |
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