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DBORX vs RLEFX
DBORX vs RLEFX Comparison
Open Charts DBORX vs RLEFX
BNY Mellon Balanced Opportunity I
Price$23.82
Change-$0.21 (-0.87%)
VolumeN/A
Net Assets275.46M
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
DBORX vs RLEFX Comparison Chart
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DBORX vs. RLEFX commentary
Jun 16, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. DBORX (275M). RLEFX pays higher dividends than DBORX: RLEFX (2.09) vs DBORX (1.45). DBORX was incepted earlier than RLEFX: DBORX (21 years) vs RLEFX (10 years). DBORX (1.01) is less costly to investors than RLEFX (0.39). DBORX (46.25) and RLEFX (44.00) have comparable annual turnover. RLEFX has a lower initial minimum investment than DBORX: RLEFX (250) vs DBORX (1000). RLEFX annual gain was more profitable for investors over the last year : 5.49 vs. DBORX (1.37). RLEFX return over 5 years is better than : 39.46 vs. DBORX (14.22).
| DBORX | RLEFX | DBORX / RLEFX | |
| Total Expense Ratio | 0.90 | 0.39 | 231% |
| Annual Report Gross Expense Ratio | 1.01 | 0.39 | 259% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 2.188 | 4.524 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 244B | 0% |
| Annual Yield % from dividends | 1.45 | 2.09 | 69% |
| Returns for 1 year | 1.37 | 5.49 | 25% |
| Returns for 3 years | 20.98 | 33.28 | 63% |
| Returns for 5 years | 14.22 | 39.46 | 36% |
| Returns for 10 years | 16.92 | N/A | - |
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