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DBOZX vs RAMHX
DBOZX vs RAMHX Comparison
Open Charts DBOZX vs RAMHX
BNY Mellon Balanced Opportunity Z
Price$25.34
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets287.8M
American Funds American Balanced R2E
Price$37.91
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets259.11B
DBOZX vs RAMHX Comparison Chart in %
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DBOZX vs. RAMHX commentary
Sep 10, 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: 259B vs. DBOZX (288M). RAMHX pays higher dividends than DBOZX: RAMHX (1.40) vs DBOZX (1.30). 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 : 11.18 vs. DBOZX (7.76). RAMHX return over 5 years is better than : 37.95 vs. DBOZX (13.05).
| 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 | 8.896 | 11.446 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 259B | 0% |
| Annual Yield % from dividends | 1.30 | 1.40 | 93% |
| Returns for 1 year | 7.76 | 11.18 | 69% |
| Returns for 3 years | 21.39 | 35.53 | 60% |
| Returns for 5 years | 13.05 | 37.95 | 34% |
| Returns for 10 years | 30.13 | 71.23 | 42% |
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