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DBOCX vs RLBAX
DBOCX vs RLBAX Comparison
Open Charts DBOCX vs RLBAX
BNY Mellon Balanced Opportunity C
Price$25.04
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets286.99M
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
DBOCX vs RLBAX Comparison Chart in %
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DBOCX vs. RLBAX commentary
Aug 18, 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 DBOCX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. DBOCX (287M). RLBAX pays higher dividends than DBOCX: RLBAX (1.17) vs DBOCX (0.41). DBOCX was incepted earlier than RLBAX: DBOCX (22 years) vs RLBAX (23 years). DBOCX (2.03) is less costly to investors than RLBAX (1.31). DBOCX (46.25) and RLBAX (44.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than DBOCX: RLBAX (250) vs DBOCX (1000). RLBAX annual gain was more profitable for investors over the last year : 7.15 vs. DBOCX (5.00). RLBAX return over 5 years is better than : 33.77 vs. DBOCX (8.89).
| DBOCX | RLBAX | DBOCX / RLBAX | |
| Total Expense Ratio | 1.90 | 1.31 | 145% |
| Annual Report Gross Expense Ratio | 2.03 | 1.31 | 155% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 7.146 | 9.243 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 256B | 0% |
| Annual Yield % from dividends | 0.41 | 1.17 | 35% |
| Returns for 1 year | 5.00 | 7.15 | 70% |
| Returns for 3 years | 14.18 | 27.06 | 52% |
| Returns for 5 years | 8.89 | 33.77 | 26% |
| Returns for 10 years | 18.28 | 59.12 | 31% |
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