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DBOAX vs VBAIX
DBOAX vs VBAIX Comparison
Open Charts DBOAX vs VBAIX
BNY Mellon Balanced Opportunity A
Price$23.08
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets270.43M
Vanguard Balanced Index I
Price$47.04
Change+$0.21 (+0.45%)
VolumeN/A
Net Assets58.22B
DBOAX vs VBAIX Comparison Chart
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DBOAX vs. VBAIX commentary
Apr 03, 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 Hold and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.2B vs. DBOAX (270M). VBAIX pays higher dividends than DBOAX: VBAIX (2.22) vs DBOAX (1.23). DBOAX was incepted earlier than VBAIX: DBOAX (21 years) vs VBAIX (24 years). DBOAX (1.29) is less costly to investors than VBAIX (0.06). DBOAX is a more actively managed with annual turnover of: 46.25 vs. VBAIX (19.00). 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 : 2.71 vs. DBOAX (-0.50). VBAIX return over 5 years is better than : 46.92 vs. DBOAX (25.88).
| DBOAX | VBAIX | DBOAX / VBAIX | |
| Total Expense Ratio | 1.15 | 0.06 | 1,917% |
| Annual Report Gross Expense Ratio | 1.29 | 0.06 | 2,150% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | -2.214 | -3.044 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 58.2B | 0% |
| Annual Yield % from dividends | 1.23 | 2.22 | 55% |
| Returns for 1 year | -0.50 | 2.71 | -19% |
| Returns for 3 years | -2.36 | 5.60 | -42% |
| Returns for 5 years | 25.88 | 46.92 | 55% |
| Returns for 10 years | 11.82 | 72.96 | 16% |
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