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CLBFX vs DBOCX
CLBFX vs DBOCX Comparison
Open Charts CLBFX vs DBOCX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
BNY Mellon Balanced Opportunity C
Price$25.04
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets286.99M
CLBFX vs DBOCX Comparison Chart in %
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CLBFX vs. DBOCX commentary
Aug 18, 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 DBOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. DBOCX (287M). CLBFX pays higher dividends than DBOCX: CLBFX (1.97) vs DBOCX (0.41). CLBFX was incepted earlier than DBOCX: CLBFX (23 years) vs DBOCX (22 years). DBOCX (2.03) is less costly to investors than CLBFX (0.67). DBOCX (46.25) and CLBFX (44.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than DBOCX: CLBFX (250) vs DBOCX (1000). CLBFX annual gain was more profitable for investors over the last year : 8.11 vs. DBOCX (5.00). CLBFX return over 5 years is better than : 40.98 vs. DBOCX (8.89).
| CLBFX | DBOCX | CLBFX / DBOCX | |
| Total Expense Ratio | 0.67 | 1.90 | 35% |
| Annual Report Gross Expense Ratio | 0.67 | 2.03 | 33% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 9.847 | 7.146 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 287M | 89,199% |
| Annual Yield % from dividends | 1.97 | 0.41 | 481% |
| Returns for 1 year | 8.11 | 5.00 | 162% |
| Returns for 3 years | 31.15 | 14.18 | 220% |
| Returns for 5 years | 40.98 | 8.89 | 461% |
| Returns for 10 years | 82.32 | 18.28 | 450% |
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