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DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$24.97
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets285.64M
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
DBOZX vs RLBBX Comparison Chart in %
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DBOZX vs. RLBBX commentary
Jul 27, 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: 254B vs. DBOZX (286M). DBOZX pays higher dividends than RLBBX: DBOZX (1.33) vs RLBBX (1.17). 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 : 9.41 vs. DBOZX (7.36). RLBBX return over 5 years is better than : 35.33 vs. DBOZX (15.03).
| 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 | 7.306 | 8.557 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 254B | 0% |
| Annual Yield % from dividends | 1.33 | 1.17 | 113% |
| Returns for 1 year | 7.36 | 9.41 | 78% |
| Returns for 3 years | 22.16 | 32.13 | 69% |
| Returns for 5 years | 15.03 | 35.33 | 43% |
| Returns for 10 years | 23.88 | 58.04 | 41% |