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DBOZX vs RAMHX
DBOZX vs RAMHX Comparison
Open Charts DBOZX vs RAMHX
BNY Mellon Balanced Opportunity Z
Price$25.01
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets285.75M
American Funds American Balanced R2E
Price$37.08
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
DBOZX vs RAMHX Comparison Chart in %
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DBOZX vs. RAMHX commentary
Aug 20, 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 StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 256B vs. DBOZX (286M). RAMHX pays higher dividends than DBOZX: RAMHX (1.42) vs DBOZX (1.32). 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 : 6.32 vs. DBOZX (5.27). RAMHX return over 5 years is better than : 34.98 vs. DBOZX (12.03).
| 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 | 7.778 | 9.006 | 86% |
| 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 | 1.42 | 93% |
| Returns for 1 year | 5.27 | 6.32 | 83% |
| Returns for 3 years | 17.11 | 29.06 | 59% |
| Returns for 5 years | 12.03 | 34.98 | 34% |
| Returns for 10 years | 28.29 | 66.71 | 42% |
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