Interact to see
Advertisement
Advertisement
DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$25.53
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets286.19M
American Funds American Balanced R5
Price$38.78
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
DBOZX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBOZX vs. RLBFX commentary
Nov 20, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 264B vs. DBOZX (286M). RLBFX pays higher dividends than DBOZX: RLBFX (1.97) vs DBOZX (1.25). DBOZX was incepted earlier than RLBFX: DBOZX (21 years) vs RLBFX (24 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 : 9.13 vs. DBOZX (3.74). RLBFX return over 5 years is better than : 39.76 vs. DBOZX (7.98).
| 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 | 24 years | - |
| Gain YTD | 10.099 | 14.008 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 264B | 0% |
| Annual Yield % from dividends | 1.25 | 1.97 | 64% |
| Returns for 1 year | 3.74 | 9.13 | 41% |
| Returns for 3 years | 24.20 | 41.78 | 58% |
| Returns for 5 years | 7.98 | 39.76 | 20% |
| Returns for 10 years | 26.57 | 73.89 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement