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DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$21.89
Change+$0.24 (+1.11%)
VolumeN/A
Net Assets255.84M
American Funds American Balanced R5
Price$33.17
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
DBOZX vs RLBFX Comparison Chart
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DBOZX vs. RLBFX commentary
Apr 12, 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: 224B vs. DBOZX (256M). 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 (1.12) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. DBOZX (46.25). 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 : 1.19 vs. DBOZX (-5.01). RLBFX return over 5 years is better than : 37.06 vs. DBOZX (10.35).
| DBOZX | RLBFX | DBOZX / RLBFX | |
| Total Expense Ratio | 0.98 | 0.30 | 327% |
| Annual Report Gross Expense Ratio | 1.12 | 0.30 | 373% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -6.962 | -3.179 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256M | 224B | 0% |
| Annual Yield % from dividends | 1.43 | 2.26 | 63% |
| Returns for 1 year | -5.01 | 1.19 | -422% |
| Returns for 3 years | -3.99 | 11.14 | -36% |
| Returns for 5 years | 10.35 | 37.06 | 28% |
| Returns for 10 years | 6.16 | 48.21 | 13% |
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