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DBOZX vs RLBEX
DBOZX vs RLBEX Comparison
Open Charts DBOZX vs RLBEX
BNY Mellon Balanced Opportunity Z
Price$25.34
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets287.8M
American Funds American Balanced R4
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
DBOZX vs RLBEX Comparison Chart in %
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DBOZX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 259B vs. DBOZX (288M). RLBEX pays higher dividends than DBOZX: RLBEX (1.79) vs DBOZX (1.30). DBOZX was incepted earlier than RLBEX: DBOZX (21 years) vs RLBEX (23 years). DBOZX (1.09) is less costly to investors than RLBEX (0.59). DBOZX (46.25) and RLBEX (44.00) have comparable annual turnover. RLBEX has a lower initial minimum investment than DBOZX: RLBEX (250) vs DBOZX (1000). RLBEX annual gain was more profitable for investors over the last year : 11.71 vs. DBOZX (7.76). RLBEX return over 5 years is better than : 40.62 vs. DBOZX (13.05).
| DBOZX | RLBEX | DBOZX / RLBEX | |
| Total Expense Ratio | 0.97 | 0.59 | 164% |
| Annual Report Gross Expense Ratio | 1.09 | 0.59 | 185% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 8.896 | 11.792 | 75% |
| 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 | 1.79 | 73% |
| Returns for 1 year | 7.76 | 11.71 | 66% |
| Returns for 3 years | 21.39 | 37.13 | 58% |
| Returns for 5 years | 13.05 | 40.62 | 32% |
| Returns for 10 years | 30.13 | 78.67 | 38% |
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