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DBOCX vs FBONX
DBOCX vs FBONX Comparison
Open Charts DBOCX vs FBONX
BNY Mellon Balanced Opportunity C
Price$23.78
Change-$0.21 (-0.88%)
VolumeN/A
Net Assets275.46M
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
DBOCX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. DBOCX (275M). FBONX pays higher dividends than DBOCX: FBONX (2.18) vs DBOCX (0.43). DBOCX was incepted earlier than FBONX: DBOCX (21 years) vs FBONX (5 years). DBOCX (2.03) is less costly to investors than FBONX (0.30). DBOCX (46.25) and FBONX (44.00) have comparable annual turnover. FBONX has a lower initial minimum investment than DBOCX: FBONX (250) vs DBOCX (1000). FBONX annual gain was more profitable for investors over the last year : 5.58 vs. DBOCX (0.77).
| DBOCX | FBONX | DBOCX / FBONX | |
| Total Expense Ratio | 1.90 | 0.30 | 633% |
| Annual Report Gross Expense Ratio | 2.03 | 0.30 | 677% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 1.754 | 4.568 | 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 | 2.18 | 20% |
| Returns for 1 year | 0.77 | 5.58 | 14% |
| Returns for 3 years | 19.73 | 34.82 | 57% |
| Returns for 5 years | 10.85 | N/A | - |
| Returns for 10 years | 11.91 | N/A | - |
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