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DBOZX vs RLBGX
DBOZX vs RLBGX Comparison
Open Charts DBOZX vs RLBGX
BNY Mellon Balanced Opportunity Z
Price$25.01
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets285.75M
American Funds American Balanced R6
Price$37.48
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets255.64B
DBOZX vs RLBGX Comparison Chart in %
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DBOZX vs. RLBGX commentary
Aug 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 256B vs. DBOZX (286M). RLBGX pays higher dividends than DBOZX: RLBGX (2.13) vs DBOZX (1.32). DBOZX was incepted earlier than RLBGX: DBOZX (21 years) vs RLBGX (16 years). DBOZX (1.09) is less costly to investors than RLBGX (0.25). DBOZX (46.25) and RLBGX (44.00) have comparable annual turnover. RLBGX has a lower initial minimum investment than DBOZX: RLBGX (250) vs DBOZX (1000). RLBGX annual gain was more profitable for investors over the last year : 8.21 vs. DBOZX (5.27). RLBGX return over 5 years is better than : 40.15 vs. DBOZX (12.03).
| DBOZX | RLBGX | DBOZX / RLBGX | |
| Total Expense Ratio | 0.97 | 0.25 | 388% |
| Annual Report Gross Expense Ratio | 1.09 | 0.25 | 436% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 7.778 | 9.961 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 256B | 0% |
| Annual Yield % from dividends | 1.32 | 2.13 | 62% |
| Returns for 1 year | 5.27 | 8.21 | 64% |
| Returns for 3 years | 17.11 | 32.29 | 53% |
| Returns for 5 years | 12.03 | 40.15 | 30% |
| Returns for 10 years | 28.29 | 75.97 | 37% |
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