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DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$25.08
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets287.47M
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
DBOZX vs RLBBX Comparison Chart in %
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DBOZX vs. RLBBX commentary
Aug 16, 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 StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 256B vs. DBOZX (287M). DBOZX pays higher dividends than RLBBX: DBOZX (1.32) vs RLBBX (1.16). 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 : 7.14 vs. DBOZX (5.75). RLBBX return over 5 years is better than : 33.77 vs. DBOZX (12.16).
| 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 | 7.950 | 9.234 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 256B | 0% |
| Annual Yield % from dividends | 1.32 | 1.16 | 113% |
| Returns for 1 year | 5.75 | 7.14 | 81% |
| Returns for 3 years | 15.38 | 27.06 | 57% |
| Returns for 5 years | 12.16 | 33.77 | 36% |
| Returns for 10 years | 23.58 | 59.09 | 40% |
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