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DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$23.20
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets270.09M
American Funds American Balanced R5
Price$34.92
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
DBOZX vs RLBFX Comparison Chart
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DBOZX vs. RLBFX commentary
May 25, 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: 237B vs. DBOZX (270M). RLBFX pays higher dividends than DBOZX: RLBFX (2.26) vs DBOZX (1.43). DBOZX was incepted earlier than RLBFX: DBOZX (20 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 : 5.55 vs. DBOZX (0.65). RLBFX return over 5 years is better than : 39.57 vs. DBOZX (13.91).
| DBOZX | RLBFX | DBOZX / RLBFX | |
| Total Expense Ratio | 0.97 | 0.29 | 334% |
| Annual Report Gross Expense Ratio | 1.09 | 0.29 | 376% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -0.301 | 1.929 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 237B | 0% |
| Annual Yield % from dividends | 1.43 | 2.26 | 63% |
| Returns for 1 year | 0.65 | 5.55 | 12% |
| Returns for 3 years | 12.63 | 23.05 | 55% |
| Returns for 5 years | 13.91 | 39.57 | 35% |
| Returns for 10 years | 14.13 | 55.59 | 25% |
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