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DBORX vs RLBAX
DBORX vs RLBAX Comparison
Open Charts DBORX vs RLBAX
BNY Mellon Balanced Opportunity I
Price$25.50
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets287.76M
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
DBORX vs RLBAX Comparison Chart in %
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DBORX vs. RLBAX commentary
Sep 29, 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 Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. DBORX (288M). DBORX pays higher dividends than RLBAX: DBORX (1.35) vs RLBAX (1.15). 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 : 7.27 vs. DBORX (4.13). RLBAX return over 5 years is better than : 40.00 vs. DBORX (15.72).
| 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 | 9.395 | 12.531 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 263B | 0% |
| Annual Yield % from dividends | 1.35 | 1.15 | 118% |
| Returns for 1 year | 4.13 | 7.27 | 57% |
| Returns for 3 years | 33.44 | 48.19 | 69% |
| Returns for 5 years | 15.72 | 40.00 | 39% |
| Returns for 10 years | 35.32 | 74.51 | 47% |