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CLBFX vs DBOCX
CLBFX vs DBOCX Comparison
Open Charts CLBFX vs DBOCX
American Funds American Balanced 529F
Price$38.37
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
CLBFX vs DBOCX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and DBOCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. DBOCX (287M). CLBFX pays higher dividends than DBOCX: CLBFX (1.94) vs DBOCX (0.40). 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 : 7.62 vs. DBOCX (3.07). CLBFX return over 5 years is better than : 46.68 vs. DBOCX (11.82).
| 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 | 12.614 | 8.173 | 154% |
| 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 | 1.94 | 0.40 | 481% |
| Returns for 1 year | 7.62 | 3.07 | 248% |
| Returns for 3 years | 51.90 | 31.57 | 164% |
| Returns for 5 years | 46.68 | 11.82 | 395% |
| Returns for 10 years | 98.38 | 28.98 | 340% |
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