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DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$25.08
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets287.47M
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
DBOZX vs RLBFX Comparison Chart in %
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DBOZX vs. RLBFX commentary
Aug 16, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. DBOZX (287M). RLBFX pays higher dividends than DBOZX: RLBFX (2.08) vs DBOZX (1.32). 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 : 8.29 vs. DBOZX (5.75). RLBFX return over 5 years is better than : 39.76 vs. DBOZX (12.16).
| 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 | 7.950 | 9.922 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 256B | 0% |
| Annual Yield % from dividends | 1.32 | 2.08 | 63% |
| Returns for 1 year | 5.75 | 8.29 | 69% |
| Returns for 3 years | 15.38 | 30.56 | 50% |
| Returns for 5 years | 12.16 | 39.76 | 31% |
| Returns for 10 years | 23.58 | 69.21 | 34% |
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