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CLBFX vs DBOAX
CLBFX vs DBOAX Comparison
Open Charts CLBFX vs DBOAX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
BNY Mellon Balanced Opportunity A
Price$25.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets287M
CLBFX vs DBOAX Comparison Chart in %
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CLBFX vs. DBOAX commentary
Sep 08, 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 CLBFX is a Buy and DBOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. DBOAX (287M). CLBFX pays higher dividends than DBOAX: CLBFX (1.94) vs DBOAX (1.11). CLBFX was incepted earlier than DBOAX: CLBFX (23 years) vs DBOAX (22 years). DBOAX (1.26) is less costly to investors than CLBFX (0.67). DBOAX (46.25) and CLBFX (44.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than DBOAX: CLBFX (250) vs DBOAX (1000). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. DBOAX (6.39). CLBFX return over 5 years is better than : 42.70 vs. DBOAX (11.67).
| CLBFX | DBOAX | CLBFX / DBOAX | |
| Total Expense Ratio | 0.67 | 1.15 | 58% |
| Annual Report Gross Expense Ratio | 0.67 | 1.26 | 53% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 11.495 | 8.472 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 287M | 90,244% |
| Annual Yield % from dividends | 1.94 | 1.11 | 175% |
| Returns for 1 year | 10.11 | 6.39 | 158% |
| Returns for 3 years | 41.65 | 24.87 | 167% |
| Returns for 5 years | 42.70 | 11.67 | 366% |
| Returns for 10 years | 92.18 | 28.79 | 320% |
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