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DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$23.72
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets289.19M
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
DBOZX vs RLBBX Comparison Chart
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DBOZX vs. RLBBX commentary
Jan 19, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. DBOZX (289M). 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 : 11.43 vs. DBOZX (9.60). RLBBX return over 5 years is better than : 25.81 vs. DBOZX (3.75).
| 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 | 1.934 | 1.909 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 240B | 0% |
| Annual Yield % from dividends | 1.37 | 1.58 | 86% |
| Returns for 1 year | 9.60 | 11.43 | 84% |
| Returns for 3 years | 0.94 | 10.54 | 9% |
| Returns for 5 years | 3.75 | 25.81 | 15% |
| Returns for 10 years | 21.22 | 49.88 | 43% |
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