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CLBAX vs DBOCX
CLBAX vs DBOCX Comparison
Open Charts CLBAX vs DBOCX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
BNY Mellon Balanced Opportunity C
Price$25.04
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets286.99M
CLBAX vs DBOCX Comparison Chart in %
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CLBAX vs. DBOCX commentary
Aug 18, 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 Buy and DBOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. DBOCX (287M). CLBAX pays higher dividends than DBOCX: CLBAX (1.82) vs DBOCX (0.41). 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 : 7.96 vs. DBOCX (5.00). CLBAX return over 5 years is better than : 39.83 vs. DBOCX (8.89).
| 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 | 9.747 | 7.146 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 287M | 89,199% |
| Annual Yield % from dividends | 1.82 | 0.41 | 444% |
| Returns for 1 year | 7.96 | 5.00 | 159% |
| Returns for 3 years | 30.56 | 14.18 | 216% |
| Returns for 5 years | 39.83 | 8.89 | 448% |
| Returns for 10 years | 78.78 | 18.28 | 431% |
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