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DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$25.69
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets290.4M
American Funds American Balanced R2
Price$38.64
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
DBOZX vs RLBBX Comparison Chart in %
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DBOZX vs. RLBBX commentary
Oct 06, 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: 266B vs. DBOZX (290M). DBOZX pays higher dividends than RLBBX: DBOZX (1.28) vs RLBBX (1.11). 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 : 9.02 vs. DBOZX (5.77). RLBBX return over 5 years is better than : 40.55 vs. DBOZX (15.01).
| 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 | 10.400 | 13.879 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 266B | 0% |
| Annual Yield % from dividends | 1.28 | 1.11 | 115% |
| Returns for 1 year | 5.77 | 9.02 | 64% |
| Returns for 3 years | 28.59 | 44.22 | 65% |
| Returns for 5 years | 15.01 | 40.55 | 37% |
| Returns for 10 years | 31.73 | 70.69 | 45% |
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