DBOZX
Price
$23.39
Change
+$0.21 (+0.91%)
Updated
Dec 20 closing price
RLBFX
Price
$34.41
Change
+$0.26 (+0.76%)
Updated
Dec 20 closing price
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DBOZX vs RLBFX

Header iconDBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFXBanner chart's image
BNY Mellon Balanced Opportunity Z
Price$23.39
Change+$0.21 (+0.91%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.41
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
DBOZX vs RLBFX Comparison Chart
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DBOZX vs. RLBFX commentary
Dec 24, 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 Buy.

FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. DBOZX (287M). 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 : 10.52 vs. DBOZX (8.27). RLBFX return over 5 years is better than : 31.65 vs. DBOZX (3.32).
DBOZXRLBFXDBOZX / RLBFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years23 years-
Gain YTD7.7249.89978%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets287M236B0%
Annual Yield % from dividends1.372.5055%
Returns for 1 year8.2710.5279%
Returns for 3 years-2.7710.16-27%
Returns for 5 years3.3231.6510%
Returns for 10 years8.0153.7815%
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