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DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$23.20
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets270.09M
American Funds American Balanced R2
Price$34.53
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
DBOZX vs RLBBX Comparison Chart
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DBOZX vs. RLBBX commentary
May 25, 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: 237B vs. DBOZX (270M). 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 (1.32) 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 : 4.44 vs. DBOZX (0.65). RLBBX return over 5 years is better than : 33.58 vs. DBOZX (13.91).
| DBOZX | RLBBX | DBOZX / RLBBX | |
| Total Expense Ratio | 0.97 | 1.32 | 73% |
| Annual Report Gross Expense Ratio | 1.09 | 1.32 | 83% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -0.301 | 1.539 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 237B | 0% |
| Annual Yield % from dividends | 1.43 | 1.27 | 113% |
| Returns for 1 year | 0.65 | 4.44 | 15% |
| Returns for 3 years | 12.63 | 20.04 | 63% |
| Returns for 5 years | 13.91 | 33.58 | 41% |
| Returns for 10 years | 14.13 | 46.63 | 30% |
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