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DBOAX vs FBONX
DBOAX vs FBONX Comparison
Open Charts DBOAX vs FBONX
BNY Mellon Balanced Opportunity A
Price$25.17
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets285.64M
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
DBOAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. DBOAX (286M). FBONX pays higher dividends than DBOAX: FBONX (2.10) vs DBOAX (1.14). DBOAX was incepted earlier than FBONX: DBOAX (22 years) vs FBONX (5 years). DBOAX (1.26) is less costly to investors than FBONX (0.30). DBOAX (46.25) and FBONX (44.00) have comparable annual turnover. FBONX has a lower initial minimum investment than DBOAX: FBONX (250) vs DBOAX (1000). FBONX annual gain was more profitable for investors over the last year : 10.59 vs. DBOAX (7.27).
| DBOAX | FBONX | DBOAX / FBONX | |
| Total Expense Ratio | 1.15 | 0.30 | 383% |
| Annual Report Gross Expense Ratio | 1.26 | 0.30 | 420% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 7.152 | 9.205 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 254B | 0% |
| Annual Yield % from dividends | 1.14 | 2.10 | 54% |
| Returns for 1 year | 7.27 | 10.59 | 69% |
| Returns for 3 years | 22.05 | 36.98 | 60% |
| Returns for 5 years | 14.64 | N/A | - |
| Returns for 10 years | 23.11 | N/A | - |
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