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BALCX vs DBOCX
BALCX vs DBOCX Comparison
Open Charts BALCX vs DBOCX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
BNY Mellon Balanced Opportunity C
Price$25.38
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets286.54M
BALCX vs DBOCX Comparison Chart in %
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BALCX vs. DBOCX commentary
Sep 27, 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 BALCX is a Hold and DBOCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. DBOCX (287M). BALCX pays higher dividends than DBOCX: BALCX (1.16) vs DBOCX (0.40). BALCX was incepted earlier than DBOCX: BALCX (25 years) vs DBOCX (22 years). DBOCX (2.03) is less costly to investors than BALCX (1.31). DBOCX (46.25) and BALCX (44.00) have comparable annual turnover. BALCX has a lower initial minimum investment than DBOCX: BALCX (250) vs DBOCX (1000). BALCX annual gain was more profitable for investors over the last year : 7.00 vs. DBOCX (3.07). BALCX return over 5 years is better than : 39.74 vs. DBOCX (11.82).
| BALCX | DBOCX | BALCX / DBOCX | |
| Total Expense Ratio | 1.31 | 1.90 | 69% |
| Annual Report Gross Expense Ratio | 1.31 | 2.03 | 65% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 12.273 | 8.173 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 287M | 91,289% |
| Annual Yield % from dividends | 1.16 | 0.40 | 288% |
| Returns for 1 year | 7.00 | 3.07 | 228% |
| Returns for 3 years | 47.86 | 31.57 | 152% |
| Returns for 5 years | 39.74 | 11.82 | 336% |
| Returns for 10 years | 74.21 | 28.98 | 256% |
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