Interact to see
Advertisement
Advertisement
DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$23.78
Change-$0.20 (-0.83%)
VolumeN/A
Net Assets275.46M
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
DBOZX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBOZX vs. RLBFX commentary
Jun 15, 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: 244B vs. DBOZX (275M). RLBFX pays higher dividends than DBOZX: RLBFX (2.18) vs DBOZX (1.38). 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 : 5.61 vs. DBOZX (1.29). RLBFX return over 5 years is better than : 40.09 vs. DBOZX (13.93).
| 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 | 2.192 | 4.560 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 244B | 0% |
| Annual Yield % from dividends | 1.38 | 2.18 | 63% |
| Returns for 1 year | 1.29 | 5.61 | 23% |
| Returns for 3 years | 20.82 | 33.66 | 62% |
| Returns for 5 years | 13.93 | 40.09 | 35% |
| Returns for 10 years | 16.71 | 60.51 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement