Interact to see
Advertisement
Advertisement
DBOZX vs FBONX
DBOZX vs FBONX Comparison
Open Charts DBOZX vs FBONX
BNY Mellon Balanced Opportunity Z
Price$25.01
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets285.75M
American Funds American Balanced 529-F-3
Price$37.31
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
DBOZX vs FBONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. DBOZX (286M). FBONX pays higher dividends than DBOZX: FBONX (2.08) vs DBOZX (1.32). DBOZX was incepted earlier than FBONX: DBOZX (21 years) vs FBONX (5 years). DBOZX (1.09) is less costly to investors than FBONX (0.30). DBOZX (46.25) and FBONX (44.00) have comparable annual turnover. FBONX has a lower initial minimum investment than DBOZX: FBONX (250) vs DBOZX (1000). FBONX annual gain was more profitable for investors over the last year : 8.15 vs. DBOZX (5.27).
| DBOZX | FBONX | DBOZX / FBONX | |
| Total Expense Ratio | 0.97 | 0.30 | 323% |
| Annual Report Gross Expense Ratio | 1.09 | 0.30 | 363% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 7.778 | 9.939 | 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 | 2.08 | 63% |
| Returns for 1 year | 5.27 | 8.15 | 65% |
| Returns for 3 years | 17.11 | 33.32 | 51% |
| Returns for 5 years | 12.03 | N/A | - |
| Returns for 10 years | 28.29 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers