Interact to see
Advertisement
Advertisement
DBOAX vs RLBAX
DBOAX vs RLBAX Comparison
Open Charts DBOAX vs RLBAX
BNY Mellon Balanced Opportunity A
Price$25.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets287M
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
DBOAX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBOAX vs. RLBAX commentary
Sep 08, 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 DBOAX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. DBOAX (287M). RLBAX (1.15) and DBOAX (1.11) have matching dividends . DBOAX was incepted earlier than RLBAX: DBOAX (22 years) vs RLBAX (23 years). RLBAX (1.31) and DBOAX (1.26) have similar cost to investors . DBOAX (46.25) and RLBAX (44.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than DBOAX: RLBAX (250) vs DBOAX (1000). RLBAX annual gain was more profitable for investors over the last year : 9.12 vs. DBOAX (6.39). RLBAX return over 5 years is better than : 35.40 vs. DBOAX (11.67).
| DBOAX | RLBAX | DBOAX / RLBAX | |
| Total Expense Ratio | 1.15 | 1.31 | 88% |
| Annual Report Gross Expense Ratio | 1.26 | 1.31 | 96% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 8.472 | 10.805 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 259B | 0% |
| Annual Yield % from dividends | 1.11 | 1.15 | 97% |
| Returns for 1 year | 6.39 | 9.12 | 70% |
| Returns for 3 years | 24.87 | 37.15 | 67% |
| Returns for 5 years | 11.67 | 35.40 | 33% |
| Returns for 10 years | 28.79 | 67.71 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers