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CLBFX vs DBORX
CLBFX vs DBORX Comparison
Open Charts CLBFX vs DBORX
American Funds American Balanced 529F
Price$37.18
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
BNY Mellon Balanced Opportunity I
Price$25.06
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets285.75M
CLBFX vs DBORX Comparison Chart in %
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CLBFX vs. DBORX commentary
Aug 20, 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 DBORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. DBORX (286M). CLBFX pays higher dividends than DBORX: CLBFX (1.97) vs DBORX (1.38). 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 : 6.98 vs. DBORX (4.23). CLBFX return over 5 years is better than : 40.55 vs. DBORX (11.85).
| 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 | 9.435 | 7.508 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 286M | 89,510% |
| Annual Yield % from dividends | 1.97 | 1.38 | 143% |
| Returns for 1 year | 6.98 | 4.23 | 165% |
| Returns for 3 years | 32.26 | 16.93 | 191% |
| Returns for 5 years | 40.55 | 11.85 | 342% |
| Returns for 10 years | 88.40 | 28.23 | 313% |
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