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CLBCX vs DBORX
CLBCX vs DBORX Comparison
Open Charts CLBCX vs DBORX
American Funds American Balanced 529C
Price$38.49
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
CLBCX vs DBORX Comparison Chart in %
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CLBCX 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 CLBCX is a Hold and DBORX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. DBORX (288M). DBORX pays higher dividends than CLBCX: DBORX (1.35) vs CLBCX (1.11). 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 : 7.19 vs. DBORX (4.13). CLBCX return over 5 years is better than : 40.81 vs. DBORX (15.72).
| 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 | 12.421 | 9.395 | 132% |
| Front Load | N/A | 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 | 1.11 | 1.35 | 82% |
| Returns for 1 year | 7.19 | 4.13 | 174% |
| Returns for 3 years | 48.53 | 33.44 | 145% |
| Returns for 5 years | 40.81 | 15.72 | 260% |
| Returns for 10 years | 81.37 | 35.32 | 230% |