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CLBFX vs DBORX
CLBFX vs DBORX Comparison
Open Charts CLBFX vs DBORX
American Funds American Balanced 529F
Price$38.37
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
CLBFX vs DBORX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and DBORX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. DBORX (288M). CLBFX pays higher dividends than DBORX: CLBFX (1.94) vs DBORX (1.35). CLBFX was incepted earlier than DBORX: CLBFX (23 years) vs DBORX (22 years). DBORX (1.01) is less costly to investors than CLBFX (0.67). DBORX (46.25) and CLBFX (44.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than DBORX: CLBFX (250) vs DBORX (1000). CLBFX annual gain was more profitable for investors over the last year : 7.93 vs. DBORX (4.13). CLBFX return over 5 years is better than : 47.10 vs. DBORX (15.72).
| CLBFX | DBORX | CLBFX / DBORX | |
| Total Expense Ratio | 0.67 | 0.90 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 1.01 | 66% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 12.937 | 9.395 | 138% |
| 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 | 1.94 | 1.35 | 144% |
| Returns for 1 year | 7.93 | 4.13 | 192% |
| Returns for 3 years | 52.34 | 33.44 | 156% |
| Returns for 5 years | 47.10 | 15.72 | 300% |
| Returns for 10 years | 98.95 | 35.32 | 280% |
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