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DBOYX vs FBONX
DBOYX vs FBONX Comparison
Open Charts DBOYX vs FBONX
BNY Mellon Balanced Opportunity Y
Price$25.72
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets287M
American Funds American Balanced 529-F-3
Price$38.17
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
DBOYX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. DBOYX (287M). FBONX pays higher dividends than DBOYX: FBONX (2.05) vs DBOYX (1.34). DBOYX was incepted earlier than FBONX: DBOYX (9 years) vs FBONX (5 years). DBOYX (1.17) is less costly to investors than FBONX (0.30). DBOYX (46.25) and FBONX (44.00) have comparable annual turnover. FBONX has a lower initial minimum investment than DBOYX: FBONX (250) vs DBOYX (1000000). FBONX annual gain was more profitable for investors over the last year : 10.27 vs. DBOYX (6.59).
| DBOYX | FBONX | DBOYX / FBONX | |
| Total Expense Ratio | 0.90 | 0.30 | 300% |
| Annual Report Gross Expense Ratio | 1.17 | 0.30 | 390% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 8.594 | 11.583 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 259B | 0% |
| Annual Yield % from dividends | 1.34 | 2.05 | 65% |
| Returns for 1 year | 6.59 | 10.27 | 64% |
| Returns for 3 years | 25.96 | 42.21 | 62% |
| Returns for 5 years | 13.30 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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