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CLBAX vs DBORX
CLBAX vs DBORX Comparison
Open Charts CLBAX vs DBORX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
BNY Mellon Balanced Opportunity I
Price$25.50
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets287.76M
CLBAX vs DBORX Comparison Chart in %
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CLBAX 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 CLBAX is a Hold and DBORX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. DBORX (288M). CLBAX pays higher dividends than DBORX: CLBAX (1.80) vs DBORX (1.35). CLBAX was incepted earlier than DBORX: CLBAX (24 years) vs DBORX (22 years). DBORX (1.01) is less costly to investors than CLBAX (0.58). DBORX (46.25) and CLBAX (44.00) have comparable annual turnover. CLBAX has a lower initial minimum investment than DBORX: CLBAX (250) vs DBORX (1000). CLBAX annual gain was more profitable for investors over the last year : 7.82 vs. DBORX (4.13). CLBAX return over 5 years is better than : 45.97 vs. DBORX (15.72).
| CLBAX | DBORX | CLBAX / DBORX | |
| Total Expense Ratio | 0.58 | 0.90 | 64% |
| Annual Report Gross Expense Ratio | 0.58 | 1.01 | 57% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 12.860 | 9.395 | 137% |
| Front Load | 4% | 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 | 1.80 | 1.35 | 133% |
| Returns for 1 year | 7.82 | 4.13 | 189% |
| Returns for 3 years | 51.69 | 33.44 | 155% |
| Returns for 5 years | 45.97 | 15.72 | 292% |
| Returns for 10 years | 95.16 | 35.32 | 269% |
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