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DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$23.78
Change-$0.20 (-0.83%)
VolumeN/A
Net Assets275.46M
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
DBOZX vs RLBBX Comparison Chart
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DBOZX vs. RLBBX commentary
Jun 15, 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: 244B vs. DBOZX (275M). DBOZX pays higher dividends than RLBBX: DBOZX (1.38) vs RLBBX (1.23). 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 : 4.47 vs. DBOZX (1.29). RLBBX return over 5 years is better than : 34.04 vs. DBOZX (13.93).
| 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 | 2.192 | 4.082 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 244B | 0% |
| Annual Yield % from dividends | 1.38 | 1.23 | 112% |
| Returns for 1 year | 1.29 | 4.47 | 29% |
| Returns for 3 years | 20.82 | 30.06 | 69% |
| Returns for 5 years | 13.93 | 34.04 | 41% |
| Returns for 10 years | 16.71 | 51.22 | 33% |
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