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DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$24.81
Change-$0.23 (-0.92%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.20
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
DBOZX vs RLBFX Comparison Chart
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DBOZX vs. RLBFX commentary
Nov 18, 2024
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 StrongBuy and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. DBOZX (290M). RLBFX pays higher dividends than DBOZX: RLBFX (2.50) vs DBOZX (1.37). DBOZX was incepted earlier than RLBFX: DBOZX (20 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. DBOZX (71.50). 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 : 21.23 vs. DBOZX (14.58). RLBFX return over 5 years is better than : 36.52 vs. DBOZX (10.81).
| DBOZX | RLBFX | DBOZX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 12.721 | 14.331 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 236B | 0% |
| Annual Yield % from dividends | 1.37 | 2.50 | 55% |
| Returns for 1 year | 14.58 | 21.23 | 69% |
| Returns for 3 years | -10.54 | 11.20 | -94% |
| Returns for 5 years | 10.81 | 36.52 | 30% |
| Returns for 10 years | 14.57 | 53.14 | 27% |
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