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DBOAX vs VBAIX
DBOAX vs VBAIX Comparison
Open Charts DBOAX vs VBAIX
BNY Mellon Balanced Opportunity A
Price$24.75
Change-$0.12 (-0.48%)
VolumeN/A
Net Assets281.64M
Vanguard Balanced Index I
Price$49.99
Change-$0.21 (-0.42%)
VolumeN/A
Net Assets58.27B
DBOAX vs VBAIX Comparison Chart in %
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DBOAX vs. VBAIX commentary
Jul 13, 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 DBOAX is a Buy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.3B vs. DBOAX (282M). VBAIX pays higher dividends than DBOAX: VBAIX (2.10) vs DBOAX (1.14). DBOAX was incepted earlier than VBAIX: DBOAX (21 years) vs VBAIX (25 years). DBOAX (1.26) is less costly to investors than VBAIX (0.06). DBOAX is a more actively managed with annual turnover of: 46.25 vs. VBAIX (22.00). DBOAX has a lower initial minimum investment than VBAIX: DBOAX (1000) vs VBAIX (5000000). VBAIX annual gain was more profitable for investors over the last year : 4.96 vs. DBOAX (2.87). VBAIX return over 5 years is better than : 32.22 vs. DBOAX (14.15).
| DBOAX | VBAIX | DBOAX / VBAIX | |
| Total Expense Ratio | 1.15 | 0.06 | 1,917% |
| Annual Report Gross Expense Ratio | 1.26 | 0.06 | 2,100% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 5.364 | 3.875 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 58.3B | 0% |
| Annual Yield % from dividends | 1.14 | 2.10 | 54% |
| Returns for 1 year | 2.87 | 4.96 | 58% |
| Returns for 3 years | 22.96 | 28.30 | 81% |
| Returns for 5 years | 14.15 | 32.22 | 44% |
| Returns for 10 years | 19.98 | 84.86 | 24% |
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