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BALCX vs DBORX
BALCX vs DBORX Comparison
Open Charts BALCX vs DBORX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
BNY Mellon Balanced Opportunity I
Price$25.50
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets287.76M
BALCX vs DBORX Comparison Chart in %
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BALCX vs. DBORX commentary
Sep 29, 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 DBORX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. DBORX (288M). DBORX pays higher dividends than BALCX: DBORX (1.35) vs BALCX (1.16). BALCX was incepted earlier than DBORX: BALCX (25 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 : 7.28 vs. DBORX (4.13). BALCX return over 5 years is better than : 40.11 vs. DBORX (15.72).
| BALCX | DBORX | BALCX / DBORX | |
| Total Expense Ratio | 1.31 | 0.90 | 146% |
| Annual Report Gross Expense Ratio | 1.31 | 1.01 | 130% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 12.568 | 9.395 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 288M | 91,319% |
| Annual Yield % from dividends | 1.16 | 1.35 | 86% |
| Returns for 1 year | 7.28 | 4.13 | 176% |
| Returns for 3 years | 48.24 | 33.44 | 144% |
| Returns for 5 years | 40.11 | 15.72 | 255% |
| Returns for 10 years | 74.67 | 35.32 | 211% |
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