Interact to see
Advertisement
Advertisement
DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$24.66
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets283.35M
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
DBOZX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBOZX vs. RLBBX commentary
Jul 05, 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 DBOZX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. DBOZX (283M). DBOZX pays higher dividends than RLBBX: DBOZX (1.33) vs RLBBX (1.17). DBOZX was incepted earlier than RLBBX: DBOZX (21 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than DBOZX (1.09). DBOZX (46.25) and RLBBX (44.00) have comparable annual turnover. RLBBX has a lower initial minimum investment than DBOZX: RLBBX (250) vs DBOZX (1000). RLBBX annual gain was more profitable for investors over the last year : 7.05 vs. DBOZX (4.47). RLBBX return over 5 years is better than : 37.07 vs. DBOZX (16.31).
| DBOZX | RLBBX | DBOZX / RLBBX | |
| Total Expense Ratio | 0.97 | 1.32 | 73% |
| Annual Report Gross Expense Ratio | 1.09 | 1.32 | 83% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 5.973 | 7.674 | 78% |
| 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 | 1.33 | 1.17 | 113% |
| Returns for 1 year | 4.47 | 7.05 | 63% |
| Returns for 3 years | 22.83 | 32.48 | 70% |
| Returns for 5 years | 16.31 | 37.07 | 44% |
| Returns for 10 years | 22.63 | 58.03 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement