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DBOZX vs RLEFX
DBOZX vs RLEFX Comparison
Open Charts DBOZX vs RLEFX
BNY Mellon Balanced Opportunity Z
Price$24.66
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets283.35M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
DBOZX vs RLEFX Comparison Chart in %
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DBOZX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. DBOZX (283M). RLEFX pays higher dividends than DBOZX: RLEFX (2.01) vs DBOZX (1.33). DBOZX was incepted earlier than RLEFX: DBOZX (21 years) vs RLEFX (10 years). DBOZX (1.09) is less costly to investors than RLEFX (0.39). DBOZX (46.25) and RLEFX (44.00) have comparable annual turnover. RLEFX has a lower initial minimum investment than DBOZX: RLEFX (250) vs DBOZX (1000). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. DBOZX (4.47). RLEFX return over 5 years is better than : 42.56 vs. DBOZX (16.31).
| DBOZX | RLEFX | DBOZX / RLEFX | |
| Total Expense Ratio | 0.97 | 0.39 | 249% |
| Annual Report Gross Expense Ratio | 1.09 | 0.39 | 279% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 5.973 | 8.164 | 73% |
| 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 | 2.01 | 66% |
| Returns for 1 year | 4.47 | 8.07 | 55% |
| Returns for 3 years | 22.83 | 35.76 | 64% |
| Returns for 5 years | 16.31 | 42.56 | 38% |
| Returns for 10 years | 22.63 | N/A | - |
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