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DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$25.58
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets285.14M
American Funds American Balanced R2
Price$38.44
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
DBOZX vs RLBBX Comparison Chart in %
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DBOZX vs. RLBBX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. DBOZX (285M). DBOZX pays higher dividends than RLBBX: DBOZX (1.25) vs RLBBX (1.09). DBOZX was incepted earlier than RLBBX: DBOZX (21 years) vs RLBBX (24 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 : 8.15 vs. DBOZX (3.08). RLBBX return over 5 years is better than : 34.47 vs. DBOZX (8.12).
| 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 | 24 years | - |
| Gain YTD | 9.927 | 13.290 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 263B | 0% |
| Annual Yield % from dividends | 1.25 | 1.09 | 115% |
| Returns for 1 year | 3.08 | 8.15 | 38% |
| Returns for 3 years | 24.01 | 38.09 | 63% |
| Returns for 5 years | 8.12 | 34.47 | 24% |
| Returns for 10 years | 26.37 | 63.47 | 42% |
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