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DBOZX vs RAMHX
DBOZX vs RAMHX Comparison
Open Charts DBOZX vs RAMHX
BNY Mellon Balanced Opportunity Z
Price$24.66
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets283.35M
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
DBOZX vs RAMHX Comparison Chart in %
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DBOZX vs. RAMHX commentary
Jul 08, 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 DBOZX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. DBOZX (283M). RAMHX pays higher dividends than DBOZX: RAMHX (1.43) vs DBOZX (1.33). DBOZX was incepted earlier than RAMHX: DBOZX (21 years) vs RAMHX (11 years). DBOZX (1.09) and RAMHX (1.04) have similar cost to investors . DBOZX (46.25) and RAMHX (44.00) have comparable annual turnover. RAMHX has a lower initial minimum investment than DBOZX: RAMHX (250) vs DBOZX (1000). RAMHX annual gain was more profitable for investors over the last year : 7.35 vs. DBOZX (4.47). RAMHX return over 5 years is better than : 38.74 vs. DBOZX (16.31).
| DBOZX | RAMHX | DBOZX / RAMHX | |
| Total Expense Ratio | 0.97 | 1.04 | 93% |
| Annual Report Gross Expense Ratio | 1.09 | 1.04 | 105% |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | 5.973 | 7.830 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 252B | 0% |
| Annual Yield % from dividends | 1.33 | 1.43 | 93% |
| Returns for 1 year | 4.47 | 7.35 | 61% |
| Returns for 3 years | 22.83 | 33.46 | 68% |
| Returns for 5 years | 16.31 | 38.74 | 42% |
| Returns for 10 years | 22.63 | 60.36 | 37% |
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