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DBOCX vs FBAFX
DBOCX vs FBAFX Comparison
Open Charts DBOCX vs FBAFX
BNY Mellon Balanced Opportunity C
Price$24.94
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets285.64M
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
DBOCX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. DBOCX (286M). FBAFX pays higher dividends than DBOCX: FBAFX (2.06) vs DBOCX (0.41). DBOCX was incepted earlier than FBAFX: DBOCX (22 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 : 10.54 vs. DBOCX (6.76).
| DBOCX | FBAFX | DBOCX / FBAFX | |
| Total Expense Ratio | 1.90 | 0.34 | 559% |
| Annual Report Gross Expense Ratio | 2.03 | 0.34 | 597% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 6.718 | 9.185 | 73% |
| Front Load | N/A | 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 | 0.41 | 2.06 | 20% |
| Returns for 1 year | 6.76 | 10.54 | 64% |
| Returns for 3 years | 20.97 | 36.84 | 57% |
| Returns for 5 years | 11.85 | N/A | - |
| Returns for 10 years | 18.75 | N/A | - |