Interact to see
Advertisement
Advertisement
DBOZX vs RLEFX
DBOZX vs RLEFX Comparison
Open Charts DBOZX vs RLEFX
BNY Mellon Balanced Opportunity Z
Price$25.01
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets285.75M
American Funds American Balanced R5E
Price$37.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets255.64B
DBOZX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBOZX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. DBOZX (286M). RLEFX pays higher dividends than DBOZX: RLEFX (2.00) vs DBOZX (1.32). 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 : 8.03 vs. DBOZX (5.27). RLEFX return over 5 years is better than : 39.28 vs. DBOZX (12.03).
| 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 | 7.778 | 9.867 | 79% |
| 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 | 2.00 | 66% |
| Returns for 1 year | 5.27 | 8.03 | 66% |
| Returns for 3 years | 17.11 | 31.75 | 54% |
| Returns for 5 years | 12.03 | 39.28 | 31% |
| Returns for 10 years | 28.29 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers