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DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$24.97
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets285.64M
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
DBOZX vs RLBFX Comparison Chart in %
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DBOZX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. DBOZX (286M). RLBFX pays higher dividends than DBOZX: RLBFX (2.10) vs DBOZX (1.33). 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 : 10.60 vs. DBOZX (7.36). RLBFX return over 5 years is better than : 41.40 vs. DBOZX (15.03).
| 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 | 7.306 | 9.189 | 80% |
| 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 | 2.10 | 63% |
| Returns for 1 year | 7.36 | 10.60 | 69% |
| Returns for 3 years | 22.16 | 35.79 | 62% |
| Returns for 5 years | 15.03 | 41.40 | 36% |
| Returns for 10 years | 23.88 | 68.15 | 35% |
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