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DBOZX vs RLBGX
DBOZX vs RLBGX Comparison
Open Charts DBOZX vs RLBGX
BNY Mellon Balanced Opportunity Z
Price$24.66
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets283.35M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
DBOZX vs RLBGX Comparison Chart in %
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DBOZX vs. RLBGX commentary
Jul 08, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. DBOZX (283M). RLBGX pays higher dividends than DBOZX: RLBGX (2.15) vs DBOZX (1.33). 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 : 8.24 vs. DBOZX (4.47). RLBGX return over 5 years is better than : 43.50 vs. DBOZX (16.31).
| 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 | 5.973 | 8.259 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 252B | 0% |
| Annual Yield % from dividends | 1.33 | 2.15 | 62% |
| Returns for 1 year | 4.47 | 8.24 | 54% |
| Returns for 3 years | 22.83 | 36.31 | 63% |
| Returns for 5 years | 16.31 | 43.50 | 37% |
| Returns for 10 years | 22.63 | 68.54 | 33% |
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