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DBOZX vs RLBAX
DBOZX vs RLBAX Comparison
Open Charts DBOZX vs RLBAX
BNY Mellon Balanced Opportunity Z
Price$25.34
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets287.8M
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
DBOZX vs RLBAX Comparison Chart in %
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DBOZX vs. RLBAX 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. DBOZX (288M). DBOZX pays higher dividends than RLBAX: DBOZX (1.30) vs RLBAX (1.15). DBOZX was incepted earlier than RLBAX: DBOZX (21 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than DBOZX (1.09). DBOZX (46.25) and RLBAX (44.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than DBOZX: RLBAX (250) vs DBOZX (1000). RLBAX annual gain was more profitable for investors over the last year : 10.89 vs. DBOZX (7.76). RLBAX return over 5 years is better than : 36.32 vs. DBOZX (13.05).
| DBOZX | RLBAX | DBOZX / RLBAX | |
| Total Expense Ratio | 0.97 | 1.31 | 74% |
| Annual Report Gross Expense Ratio | 1.09 | 1.31 | 83% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 8.896 | 11.248 | 79% |
| 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 | 1.15 | 112% |
| Returns for 1 year | 7.76 | 10.89 | 71% |
| Returns for 3 years | 21.39 | 34.52 | 62% |
| Returns for 5 years | 13.05 | 36.32 | 36% |
| Returns for 10 years | 30.13 | 68.88 | 44% |
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