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CLBAX vs DBOCX
CLBAX vs DBOCX Comparison
Open Charts CLBAX vs DBOCX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
BNY Mellon Balanced Opportunity C
Price$25.38
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets286.54M
CLBAX vs DBOCX Comparison Chart in %
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CLBAX 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 CLBAX is a Hold and DBOCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. DBOCX (287M). CLBAX pays higher dividends than DBOCX: CLBAX (1.80) vs DBOCX (0.40). CLBAX was incepted earlier than DBOCX: CLBAX (24 years) vs DBOCX (22 years). DBOCX (2.03) is less costly to investors than CLBAX (0.58). DBOCX (46.25) and CLBAX (44.00) have comparable annual turnover. CLBAX has a lower initial minimum investment than DBOCX: CLBAX (250) vs DBOCX (1000). CLBAX annual gain was more profitable for investors over the last year : 7.51 vs. DBOCX (3.07). CLBAX return over 5 years is better than : 45.55 vs. DBOCX (11.82).
| CLBAX | DBOCX | CLBAX / DBOCX | |
| Total Expense Ratio | 0.58 | 1.90 | 31% |
| Annual Report Gross Expense Ratio | 0.58 | 2.03 | 29% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 12.537 | 8.173 | 153% |
| Front Load | 4% | 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 | 1.80 | 0.40 | 444% |
| Returns for 1 year | 7.51 | 3.07 | 245% |
| Returns for 3 years | 51.25 | 31.57 | 162% |
| Returns for 5 years | 45.55 | 11.82 | 385% |
| Returns for 10 years | 94.60 | 28.98 | 326% |
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