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DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$24.61
Change-$1.12 (-4.35%)
VolumeN/A
Net Assets290.8M
American Funds American Balanced R2
Price$38.04
Change-$0.58 (-1.50%)
VolumeN/A
Net Assets269.72B
DBOZX vs RLBBX Comparison Chart in %
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DBOZX vs. RLBBX commentary
Feb 04, 2026
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 RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. DBOZX (291M). DBOZX pays higher dividends than RLBBX: DBOZX (1.36) vs RLBBX (1.23). DBOZX was incepted earlier than RLBBX: DBOZX (21 years) vs RLBBX (24 years). RLBBX (1.32) is less costly to investors than DBOZX (1.09). DBOZX (46.25) and RLBBX (44.00) have comparable annual turnover. RLBBX has a lower initial minimum investment than DBOZX: RLBBX (250) vs DBOZX (1000). RLBBX annual gain was more profitable for investors over the last year : 10.49 vs. DBOZX (5.30). RLBBX return over 5 years is better than : 31.41 vs. DBOZX (1.28).
| DBOZX | RLBBX | DBOZX / RLBBX | |
| Total Expense Ratio | 0.97 | 1.32 | 73% |
| Annual Report Gross Expense Ratio | 1.09 | 1.32 | 83% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 1.568 | 2.396 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 270B | 0% |
| Annual Yield % from dividends | 1.36 | 1.23 | 111% |
| Returns for 1 year | 5.30 | 10.49 | 51% |
| Returns for 3 years | 19.83 | 33.68 | 59% |
| Returns for 5 years | 1.28 | 31.41 | 4% |
| Returns for 10 years | 42.53 | 79.44 | 54% |
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