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DBORX vs FBONX
DBORX vs FBONX Comparison
Open Charts DBORX vs FBONX
BNY Mellon Balanced Opportunity I
Price$25.02
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets285.64M
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
DBORX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. DBORX (286M). FBONX pays higher dividends than DBORX: FBONX (2.10) vs DBORX (1.39). DBORX was incepted earlier than FBONX: DBORX (22 years) vs FBONX (5 years). DBORX (1.01) is less costly to investors than FBONX (0.30). DBORX (46.25) and FBONX (44.00) have comparable annual turnover. FBONX has a lower initial minimum investment than DBORX: FBONX (250) vs DBORX (1000). FBONX annual gain was more profitable for investors over the last year : 10.59 vs. DBORX (7.43).
| DBORX | FBONX | DBORX / FBONX | |
| Total Expense Ratio | 0.90 | 0.30 | 300% |
| Annual Report Gross Expense Ratio | 1.01 | 0.30 | 337% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 7.336 | 9.205 | 80% |
| 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 | 1.39 | 2.10 | 66% |
| Returns for 1 year | 7.43 | 10.59 | 70% |
| Returns for 3 years | 22.30 | 36.98 | 60% |
| Returns for 5 years | 15.37 | N/A | - |
| Returns for 10 years | 24.13 | N/A | - |
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