Interact to see
Advertisement
Advertisement
DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$25.34
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets287.8M
American Funds American Balanced R5
Price$38.24
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets259.11B
DBOZX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBOZX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. DBOZX (288M). RLBFX pays higher dividends than DBOZX: RLBFX (2.05) vs DBOZX (1.30). DBOZX was incepted earlier than RLBFX: DBOZX (21 years) vs RLBFX (23 years). DBOZX (1.09) is less costly to investors than RLBFX (0.29). DBOZX (46.25) and RLBFX (44.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than DBOZX: RLBFX (250) vs DBOZX (1000). RLBFX annual gain was more profitable for investors over the last year : 12.08 vs. DBOZX (7.76). RLBFX return over 5 years is better than : 42.44 vs. DBOZX (13.05).
| DBOZX | RLBFX | DBOZX / RLBFX | |
| Total Expense Ratio | 0.97 | 0.29 | 334% |
| Annual Report Gross Expense Ratio | 1.09 | 0.29 | 376% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 8.896 | 12.031 | 74% |
| 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 | 2.05 | 63% |
| Returns for 1 year | 7.76 | 12.08 | 64% |
| Returns for 3 years | 21.39 | 38.23 | 56% |
| Returns for 5 years | 13.05 | 42.44 | 31% |
| Returns for 10 years | 30.13 | 79.68 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement