DBOZX
Price
$24.66
Change
+$0.12 (+0.49%)
Updated
Jul 3 closing price
Net Assets
283.35M
RLBGX
Price
$36.90
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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DBOZX vs RLBGX

Header iconDBOZX vs RLBGX Comparison
Open Charts DBOZX vs RLBGXBanner chart's image
BNY Mellon Balanced Opportunity Z
Price$24.66
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets283.35M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
DBOZX vs RLBGX Comparison Chart in %
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DBOZX vs. RLBGX commentary
Jul 05, 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 RLBGX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. DBOZX (283M). RLBGX pays higher dividends than DBOZX: RLBGX (2.15) vs DBOZX (1.33). DBOZX was incepted earlier than RLBGX: DBOZX (21 years) vs RLBGX (16 years). DBOZX (1.09) is less costly to investors than RLBGX (0.25). DBOZX (46.25) and RLBGX (44.00) have comparable annual turnover. RLBGX has a lower initial minimum investment than DBOZX: RLBGX (250) vs DBOZX (1000). RLBGX annual gain was more profitable for investors over the last year : 8.24 vs. DBOZX (4.47). RLBGX return over 5 years is better than : 43.50 vs. DBOZX (16.31).
DBOZXRLBGXDBOZX / RLBGX
Total Expense Ratio0.970.25388%
Annual Report Gross Expense Ratio1.090.25436%
Fund Existence21 years16 years-
Gain YTD5.9738.25972%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets283M252B0%
Annual Yield % from dividends1.332.1562%
Returns for 1 year4.478.2454%
Returns for 3 years22.8336.3163%
Returns for 5 years16.3143.5037%
Returns for 10 years22.6368.5433%
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