Interact to see
Advertisement
Advertisement
DBOZX vs RLBBX
DBOZX vs RLBBX Comparison
Open Charts DBOZX vs RLBBX
BNY Mellon Balanced Opportunity Z
Price$24.61
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets292.84M
American Funds American Balanced R2
Price$38.04
Change+$0.33 (+0.88%)
VolumeN/A
Net Assets269.72B
DBOZX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBOZX vs. RLBBX commentary
Jan 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. DBOZX (293M). DBOZX pays higher dividends than RLBBX: DBOZX (1.38) vs RLBBX (1.26). 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 : 12.55 vs. DBOZX (6.33). RLBBX return over 5 years is better than : 31.97 vs. DBOZX (2.46).
| 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 | 293M | 270B | 0% |
| Annual Yield % from dividends | 1.38 | 1.26 | 110% |
| Returns for 1 year | 6.33 | 12.55 | 50% |
| Returns for 3 years | 25.04 | 36.90 | 68% |
| Returns for 5 years | 2.46 | 31.97 | 8% |
| Returns for 10 years | 39.13 | 76.71 | 51% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers