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DBOZX vs FBAFX
DBOZX vs FBAFX Comparison
Open Charts DBOZX vs FBAFX
BNY Mellon Balanced Opportunity Z
Price$25.01
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets285.75M
American Funds American Balanced 529-F-2
Price$37.31
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
DBOZX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. DBOZX (286M). FBAFX pays higher dividends than DBOZX: FBAFX (2.04) vs DBOZX (1.32). DBOZX was incepted earlier than FBAFX: DBOZX (21 years) vs FBAFX (5 years). DBOZX (1.09) is less costly to investors than FBAFX (0.34). DBOZX (46.25) and FBAFX (44.00) have comparable annual turnover. FBAFX has a lower initial minimum investment than DBOZX: FBAFX (250) vs DBOZX (1000). FBAFX annual gain was more profitable for investors over the last year : 8.11 vs. DBOZX (5.27).
| DBOZX | FBAFX | DBOZX / FBAFX | |
| Total Expense Ratio | 0.97 | 0.34 | 285% |
| Annual Report Gross Expense Ratio | 1.09 | 0.34 | 321% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 7.778 | 9.918 | 78% |
| 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 | 1.32 | 2.04 | 64% |
| Returns for 1 year | 5.27 | 8.11 | 65% |
| Returns for 3 years | 17.11 | 33.18 | 52% |
| Returns for 5 years | 12.03 | N/A | - |
| Returns for 10 years | 28.29 | N/A | - |
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