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DBOZX vs RLBFX
DBOZX vs RLBFX Comparison
Open Charts DBOZX vs RLBFX
BNY Mellon Balanced Opportunity Z
Price$26.18
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets291.53M
American Funds American Balanced R5
Price$39.94
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
DBOZX vs RLBFX Comparison Chart in %
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DBOZX vs. RLBFX commentary
Dec 04, 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 Buy and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. DBOZX (292M). RLBFX pays higher dividends than DBOZX: RLBFX (1.93) vs DBOZX (1.25). DBOZX was incepted earlier than RLBFX: DBOZX (21 years) vs RLBFX (24 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 : 9.63 vs. DBOZX (3.08). RLBFX return over 5 years is better than : 40.86 vs. DBOZX (7.72).
| 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 | 24 years | - |
| Gain YTD | 11.904 | 16.889 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 269B | 0% |
| Annual Yield % from dividends | 1.25 | 1.93 | 65% |
| Returns for 1 year | 3.08 | 9.63 | 32% |
| Returns for 3 years | 22.83 | 41.38 | 55% |
| Returns for 5 years | 7.72 | 40.86 | 19% |
| Returns for 10 years | 28.46 | 77.79 | 37% |
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