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DBOCX vs RLBFX
DBOCX vs RLBFX Comparison
Open Charts DBOCX vs RLBFX
BNY Mellon Balanced Opportunity C
Price$26.07
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets291.53M
American Funds American Balanced R5
Price$39.94
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
DBOCX vs RLBFX Comparison Chart in %
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DBOCX vs. RLBFX commentary
Dec 04, 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 Buy and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. DBOCX (292M). RLBFX pays higher dividends than DBOCX: RLBFX (1.93) vs DBOCX (0.39). DBOCX was incepted earlier than RLBFX: DBOCX (22 years) vs RLBFX (24 years). DBOCX (2.03) is less costly to investors than RLBFX (0.29). DBOCX (46.25) and RLBFX (44.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than DBOCX: RLBFX (250) vs DBOCX (1000). RLBFX annual gain was more profitable for investors over the last year : 9.63 vs. DBOCX (2.51). RLBFX return over 5 years is better than : 40.86 vs. DBOCX (4.83).
| DBOCX | RLBFX | DBOCX / RLBFX | |
| Total Expense Ratio | 1.90 | 0.29 | 655% |
| Annual Report Gross Expense Ratio | 2.03 | 0.29 | 700% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 10.954 | 16.889 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 269B | 0% |
| Annual Yield % from dividends | 0.39 | 1.93 | 20% |
| Returns for 1 year | 2.51 | 9.63 | 26% |
| Returns for 3 years | 21.72 | 41.38 | 52% |
| Returns for 5 years | 4.83 | 40.86 | 12% |
| Returns for 10 years | 23.18 | 77.79 | 30% |
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