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DBOCX vs FBAFX
DBOCX vs FBAFX Comparison
Open Charts DBOCX vs FBAFX
BNY Mellon Balanced Opportunity C
Price$23.78
Change-$0.21 (-0.88%)
VolumeN/A
Net Assets275.46M
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
DBOCX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. DBOCX (275M). FBAFX pays higher dividends than DBOCX: FBAFX (2.14) vs DBOCX (0.43). DBOCX was incepted earlier than FBAFX: DBOCX (21 years) vs FBAFX (5 years). DBOCX (2.03) is less costly to investors than FBAFX (0.34). DBOCX (46.25) and FBAFX (44.00) have comparable annual turnover. FBAFX has a lower initial minimum investment than DBOCX: FBAFX (250) vs DBOCX (1000). FBAFX annual gain was more profitable for investors over the last year : 5.57 vs. DBOCX (0.77).
| DBOCX | FBAFX | DBOCX / FBAFX | |
| Total Expense Ratio | 1.90 | 0.34 | 559% |
| Annual Report Gross Expense Ratio | 2.03 | 0.34 | 597% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 1.754 | 4.578 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 244B | 0% |
| Annual Yield % from dividends | 0.43 | 2.14 | 20% |
| Returns for 1 year | 0.77 | 5.57 | 14% |
| Returns for 3 years | 19.73 | 34.68 | 57% |
| Returns for 5 years | 10.85 | N/A | - |
| Returns for 10 years | 11.91 | N/A | - |
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