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CLBCX vs DBOCX
CLBCX vs DBOCX Comparison
Open Charts CLBCX vs DBOCX
American Funds American Balanced 529C
Price$38.49
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
CLBCX vs DBOCX Comparison Chart in %
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CLBCX 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 CLBCX is a Hold and DBOCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. DBOCX (287M). CLBCX pays higher dividends than DBOCX: CLBCX (1.11) vs DBOCX (0.40). CLBCX was incepted earlier than DBOCX: CLBCX (24 years) vs DBOCX (22 years). DBOCX (2.03) is less costly to investors than CLBCX (1.35). DBOCX (46.25) and CLBCX (44.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than DBOCX: CLBCX (250) vs DBOCX (1000). CLBCX annual gain was more profitable for investors over the last year : 6.89 vs. DBOCX (3.07). CLBCX return over 5 years is better than : 40.41 vs. DBOCX (11.82).
| CLBCX | DBOCX | CLBCX / DBOCX | |
| Total Expense Ratio | 1.35 | 1.90 | 71% |
| Annual Report Gross Expense Ratio | 1.35 | 2.03 | 67% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 12.100 | 8.173 | 148% |
| Front Load | N/A | 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 | 1.11 | 0.40 | 274% |
| Returns for 1 year | 6.89 | 3.07 | 224% |
| Returns for 3 years | 48.11 | 31.57 | 152% |
| Returns for 5 years | 40.41 | 11.82 | 342% |
| Returns for 10 years | 80.86 | 28.98 | 279% |
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