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DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$25.27
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets287M
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
DBOZX vs RLBFX Comparison Chart in %
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DBOZX vs. RLBFX commentary
Sep 08, 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: 259B vs. DBOZX (287M). RLBFX pays higher dividends than DBOZX: RLBFX (2.05) vs DBOZX (1.30). 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 : 10.28 vs. DBOZX (6.43). RLBFX return over 5 years is better than : 41.46 vs. DBOZX (12.01).
| 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 | 8.595 | 11.562 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 259B | 0% |
| Annual Yield % from dividends | 1.30 | 2.05 | 63% |
| Returns for 1 year | 6.43 | 10.28 | 62% |
| Returns for 3 years | 24.83 | 40.92 | 61% |
| Returns for 5 years | 12.01 | 41.46 | 29% |
| Returns for 10 years | 29.51 | 78.40 | 38% |
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