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DBORX vs RLBAX
DBORX vs RLBAX Comparison
Open Charts DBORX vs RLBAX
BNY Mellon Balanced Opportunity I
Price$25.06
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets285.75M
American Funds American Balanced R1
Price$36.91
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
DBORX vs RLBAX Comparison Chart in %
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DBORX vs. RLBAX commentary
Aug 20, 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 DBORX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. DBORX (286M). DBORX pays higher dividends than RLBAX: DBORX (1.38) vs RLBAX (1.17). DBORX was incepted earlier than RLBAX: DBORX (22 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than DBORX (1.01). DBORX (46.25) and RLBAX (44.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than DBORX: RLBAX (250) vs DBORX (1000). RLBAX annual gain was more profitable for investors over the last year : 5.99 vs. DBORX (4.23). RLBAX return over 5 years is better than : 33.32 vs. DBORX (11.85).
| DBORX | RLBAX | DBORX / RLBAX | |
| Total Expense Ratio | 0.90 | 1.31 | 69% |
| Annual Report Gross Expense Ratio | 1.01 | 1.31 | 77% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 7.508 | 8.801 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 256B | 0% |
| Annual Yield % from dividends | 1.38 | 1.17 | 118% |
| Returns for 1 year | 4.23 | 5.99 | 71% |
| Returns for 3 years | 16.93 | 28.07 | 60% |
| Returns for 5 years | 11.85 | 33.32 | 36% |
| Returns for 10 years | 28.23 | 64.40 | 44% |
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