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DBOYX vs FBAFX
DBOYX vs FBAFX Comparison
Open Charts DBOYX vs FBAFX
BNY Mellon Balanced Opportunity Y
Price$25.34
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets285.64M
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
DBOYX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. DBOYX (286M). FBAFX pays higher dividends than DBOYX: FBAFX (2.06) vs DBOYX (1.37). DBOYX was incepted earlier than FBAFX: DBOYX (9 years) vs FBAFX (5 years). DBOYX (1.17) is less costly to investors than FBAFX (0.34). DBOYX (46.25) and FBAFX (44.00) have comparable annual turnover. FBAFX has a lower initial minimum investment than DBOYX: FBAFX (250) vs DBOYX (1000000). FBAFX annual gain was more profitable for investors over the last year : 10.54 vs. DBOYX (7.47).
| DBOYX | FBAFX | DBOYX / FBAFX | |
| Total Expense Ratio | 0.90 | 0.34 | 265% |
| Annual Report Gross Expense Ratio | 1.17 | 0.34 | 344% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 7.282 | 9.185 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 254B | 0% |
| Annual Yield % from dividends | 1.37 | 2.06 | 67% |
| Returns for 1 year | 7.47 | 10.54 | 71% |
| Returns for 3 years | 23.25 | 36.84 | 63% |
| Returns for 5 years | 16.31 | N/A | - |
| Returns for 10 years | N/A | N/A | - |