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DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$23.22
Change-$0.52 (-2.19%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$33.98
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
DBOZX vs RLBBX Comparison Chart
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DBOZX vs. RLBBX commentary
Dec 19, 2024
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 StrongBuy and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. DBOZX (276M). RLBBX pays higher dividends than DBOZX: RLBBX (1.58) vs DBOZX (1.37). DBOZX was incepted earlier than RLBBX: DBOZX (20 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. DBOZX (71.50). RLBBX has a lower initial minimum investment than DBOZX: RLBBX (250) vs DBOZX (1000). DBOZX annual gain was more profitable for investors over the last year : 17.28 vs. RLBBX (11.88). RLBBX return over 5 years is better than : 28.86 vs. DBOZX (11.93).
| DBOZX | RLBBX | DBOZX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 16.166 | 10.930 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 241B | 0% |
| Annual Yield % from dividends | 1.37 | 1.58 | 86% |
| Returns for 1 year | 17.28 | 11.88 | 145% |
| Returns for 3 years | 5.41 | 10.16 | 53% |
| Returns for 5 years | 11.93 | 28.86 | 41% |
| Returns for 10 years | 16.63 | 40.94 | 41% |