Interact to see
Advertisement
Advertisement
BALCX vs DBORX
BALCX vs DBORX Comparison
Open Charts BALCX vs DBORX
American Funds American Balanced C
Price$36.96
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
BNY Mellon Balanced Opportunity I
Price$25.06
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets285.75M
BALCX vs DBORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. DBORX commentary
Aug 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 BALCX is a Buy and DBORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. DBORX (286M). DBORX pays higher dividends than BALCX: DBORX (1.38) vs BALCX (1.18). BALCX was incepted earlier than DBORX: BALCX (24 years) vs DBORX (22 years). BALCX (1.31) is less costly to investors than DBORX (1.01). DBORX (46.25) and BALCX (44.00) have comparable annual turnover. BALCX has a lower initial minimum investment than DBORX: BALCX (250) vs DBORX (1000). BALCX annual gain was more profitable for investors over the last year : 6.00 vs. DBORX (4.23). BALCX return over 5 years is better than : 33.42 vs. DBORX (11.85).
| BALCX | DBORX | BALCX / DBORX | |
| Total Expense Ratio | 1.31 | 0.90 | 146% |
| Annual Report Gross Expense Ratio | 1.31 | 1.01 | 130% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 8.833 | 7.508 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 286M | 89,510% |
| Annual Yield % from dividends | 1.18 | 1.38 | 86% |
| Returns for 1 year | 6.00 | 4.23 | 142% |
| Returns for 3 years | 28.13 | 16.93 | 166% |
| Returns for 5 years | 33.42 | 11.85 | 282% |
| Returns for 10 years | 64.54 | 28.23 | 229% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement