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DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$21.89
Change+$0.24 (+1.11%)
VolumeN/A
Net Assets255.84M
American Funds American Balanced R2
Price$32.84
Change+$0.36 (+1.11%)
VolumeN/A
Net Assets223.62B
DBOZX vs RLBBX Comparison Chart
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DBOZX vs. RLBBX commentary
Apr 12, 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: 224B vs. DBOZX (256M). DBOZX pays higher dividends than RLBBX: DBOZX (1.43) vs RLBBX (1.27). DBOZX was incepted earlier than RLBBX: DBOZX (20 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than DBOZX (1.12). RLBBX is a more actively managed with annual turnover of: 171.00 vs. DBOZX (46.25). 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 : 0.14 vs. DBOZX (-5.01). RLBBX return over 5 years is better than : 31.18 vs. DBOZX (10.35).
| DBOZX | RLBBX | DBOZX / RLBBX | |
| Total Expense Ratio | 0.98 | 1.33 | 74% |
| Annual Report Gross Expense Ratio | 1.12 | 1.33 | 84% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -6.962 | -3.431 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256M | 224B | 0% |
| Annual Yield % from dividends | 1.43 | 1.27 | 113% |
| Returns for 1 year | -5.01 | 0.14 | -3,672% |
| Returns for 3 years | -3.99 | 8.44 | -47% |
| Returns for 5 years | 10.35 | 31.18 | 33% |
| Returns for 10 years | 6.16 | 39.68 | 16% |
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