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DBOYX vs FBONX
DBOYX vs FBONX Comparison
Open Charts DBOYX vs FBONX
BNY Mellon Balanced Opportunity Y
Price$24.13
Change-$0.21 (-0.86%)
VolumeN/A
Net Assets275.46M
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
DBOYX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. DBOYX (275M). FBONX pays higher dividends than DBOYX: FBONX (2.18) vs DBOYX (1.43). DBOYX was incepted earlier than FBONX: DBOYX (9 years) vs FBONX (5 years). DBOYX (1.17) is less costly to investors than FBONX (0.30). DBOYX (46.25) and FBONX (44.00) have comparable annual turnover. FBONX has a lower initial minimum investment than DBOYX: FBONX (250) vs DBOYX (1000000). FBONX annual gain was more profitable for investors over the last year : 5.58 vs. DBOYX (1.44).
| DBOYX | FBONX | DBOYX / FBONX | |
| Total Expense Ratio | 0.90 | 0.30 | 300% |
| Annual Report Gross Expense Ratio | 1.17 | 0.30 | 390% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 2.159 | 4.568 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 244B | 0% |
| Annual Yield % from dividends | 1.43 | 2.18 | 65% |
| Returns for 1 year | 1.44 | 5.58 | 26% |
| Returns for 3 years | 21.92 | 34.82 | 63% |
| Returns for 5 years | 15.21 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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