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CLBCX vs DBORX
CLBCX vs DBORX Comparison
Open Charts CLBCX vs DBORX
American Funds American Balanced 529C
Price$37.24
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
BNY Mellon Balanced Opportunity I
Price$25.06
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets285.75M
CLBCX vs DBORX Comparison Chart in %
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CLBCX vs. DBORX commentary
Aug 20, 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 Buy and DBORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. DBORX (286M). DBORX pays higher dividends than CLBCX: DBORX (1.38) vs CLBCX (1.12). CLBCX was incepted earlier than DBORX: CLBCX (24 years) vs DBORX (22 years). CLBCX (1.35) is less costly to investors than DBORX (1.01). DBORX (46.25) and CLBCX (44.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than DBORX: CLBCX (250) vs DBORX (1000). CLBCX annual gain was more profitable for investors over the last year : 5.99 vs. DBORX (4.23). CLBCX return over 5 years is better than : 34.19 vs. DBORX (11.85).
| CLBCX | DBORX | CLBCX / DBORX | |
| Total Expense Ratio | 1.35 | 0.90 | 150% |
| Annual Report Gross Expense Ratio | 1.35 | 1.01 | 134% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 8.770 | 7.508 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 286M | 89,510% |
| Annual Yield % from dividends | 1.12 | 1.38 | 82% |
| Returns for 1 year | 5.99 | 4.23 | 142% |
| Returns for 3 years | 28.63 | 16.93 | 169% |
| Returns for 5 years | 34.19 | 11.85 | 288% |
| Returns for 10 years | 71.33 | 28.23 | 253% |
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