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DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$23.68
Change-$0.29 (-1.21%)
VolumeN/A
Net Assets284.69M
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
DBOZX vs RLBBX Comparison Chart
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DBOZX vs. RLBBX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. DBOZX (285M). 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). RLBBX annual gain was more profitable for investors over the last year : 8.38 vs. DBOZX (5.74). RLBBX return over 5 years is better than : 26.03 vs. DBOZX (3.89).
| 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 | 1.762 | 2.761 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 242B | 0% |
| Annual Yield % from dividends | 1.37 | 1.58 | 86% |
| Returns for 1 year | 5.74 | 8.38 | 68% |
| Returns for 3 years | 4.49 | 15.67 | 29% |
| Returns for 5 years | 3.89 | 26.03 | 15% |
| Returns for 10 years | 15.79 | 46.57 | 34% |
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