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DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$25.69
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets290.4M
American Funds American Balanced R5
Price$39.03
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
DBOZX vs RLBFX Comparison Chart in %
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DBOZX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. DBOZX (290M). RLBFX pays higher dividends than DBOZX: RLBFX (2.00) vs DBOZX (1.28). DBOZX was incepted earlier than RLBFX: DBOZX (21 years) vs RLBFX (23 years). DBOZX (1.09) is less costly to investors than RLBFX (0.29). DBOZX (46.25) and RLBFX (44.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than DBOZX: RLBFX (250) vs DBOZX (1000). RLBFX annual gain was more profitable for investors over the last year : 10.17 vs. DBOZX (5.77). RLBFX return over 5 years is better than : 46.85 vs. DBOZX (15.01).
| DBOZX | RLBFX | DBOZX / RLBFX | |
| Total Expense Ratio | 0.97 | 0.29 | 334% |
| Annual Report Gross Expense Ratio | 1.09 | 0.29 | 376% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 10.400 | 14.743 | 71% |
| 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 | 2.00 | 64% |
| Returns for 1 year | 5.77 | 10.17 | 57% |
| Returns for 3 years | 28.59 | 48.45 | 59% |
| Returns for 5 years | 15.01 | 46.85 | 32% |
| Returns for 10 years | 31.73 | 81.97 | 39% |
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