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DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$23.68
Change-$0.29 (-1.21%)
VolumeN/A
Net Assets284.69M
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
DBOZX vs RLBFX Comparison Chart
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DBOZX vs. RLBFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. DBOZX (285M). 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 : 9.54 vs. DBOZX (5.74). RLBFX return over 5 years is better than : 31.70 vs. DBOZX (3.89).
| 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 | 1.762 | 2.908 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 242B | 0% |
| Annual Yield % from dividends | 1.37 | 2.50 | 55% |
| Returns for 1 year | 5.74 | 9.54 | 60% |
| Returns for 3 years | 4.49 | 18.32 | 24% |
| Returns for 5 years | 3.89 | 31.70 | 12% |
| Returns for 10 years | 15.79 | 55.11 | 29% |