BNY Mellon Balanced Opportunity Fund Class C (DBOCX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DBOCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DBOCX
DBOCX charges 1.90% annually. There are 525 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | DBOCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | DBOCX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | DBOCX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | DBOCX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | DBOCX vs FYMIX |
Best Risk-Adjusted Alternatives to DBOCX
DBOCX has a PortfoliosLab risk / return rank of 29. There are 484 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | DBOCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | DBOCX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | DBOCX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | DBOCX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | DBOCX vs FSRRX |
Top Performing DBOCX Alternatives (YTD)
DBOCX is at 3.86% YTD. There are 439 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | DBOCX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | DBOCX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | DBOCX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | DBOCX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | DBOCX vs BRUFX |
Lowest Volatility Alternatives to DBOCX
DBOCX has 9.30% 1-year volatility. There are 324 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | DBOCX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | DBOCX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | DBOCX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | DBOCX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | DBOCX vs CSTAX |
Lowest Drawdown Alternatives to DBOCX
DBOCX has a 1-year max drawdown of -7.59%. There are 403 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | DBOCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | DBOCX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | DBOCX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | DBOCX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | DBOCX vs CSTAX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, PEOPX, DAGVX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 26 | 6.39% | — | May 1951 | DBOCX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 59 | 9.07% | — | Jan 1990 | DBOCX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 88 | 16.28% | — | Sep 1995 | DBOCX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 62 | 9.24% | — | Sep 1993 | DBOCX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 88 | 16.46% | — | May 2001 | DBOCX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 85 | 22.39% | — | Oct 2003 | DBOCX vs DNLAX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 37 | 18.40% | — | Oct 1997 | DBOCX vs DTGRX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 82 | 6.81% | — | May 2010 | DBOCX vs DRRIX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 82 | 21.34% | — | Jun 1997 | DBOCX vs DISSX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 15 | 8.30% | — | Jun 2013 | DBOCX vs DBMYX |
Often Compared With DBOCX
Investors most often compare DBOCX with BWBIX, QBDSX, FSRKX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DBOCX with Any Fund or Stock
Compare DBOCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DBOCX with funds that move differently
BNY Mellon Balanced Opportunity Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DBOCX.
Explore DBOCX Diversifiers