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DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$25.59
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets288.87M
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
DBOZX vs RLBFX Comparison Chart in %
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DBOZX vs. RLBFX commentary
Oct 20, 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 Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. DBOZX (289M). RLBFX pays higher dividends than DBOZX: RLBFX (2.00) vs DBOZX (1.28). 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 : 9.05 vs. DBOZX (4.16). RLBFX return over 5 years is better than : 43.90 vs. DBOZX (11.18).
| 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 | 9.970 | 14.890 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 266B | 0% |
| Annual Yield % from dividends | 1.28 | 2.00 | 64% |
| Returns for 1 year | 4.16 | 9.05 | 46% |
| Returns for 3 years | 30.87 | 51.85 | 60% |
| Returns for 5 years | 11.18 | 43.90 | 25% |
| Returns for 10 years | 29.02 | 78.80 | 37% |
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