Interact to see
Advertisement
Advertisement
DBOAX vs VBAIX
DBOAX vs VBAIX Comparison
Open Charts DBOAX vs VBAIX
BNY Mellon Balanced Opportunity A
Price$24.78
Change-$0.17 (-0.68%)
VolumeN/A
Net Assets281.03M
Vanguard Balanced Index I
Price$50.14
Change-$0.35 (-0.69%)
VolumeN/A
Net Assets58.27B
DBOAX vs VBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBOAX vs. VBAIX commentary
Aug 04, 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: 58.3B vs. DBOAX (281M). VBAIX pays higher dividends than DBOAX: VBAIX (2.07) vs DBOAX (1.13). DBOAX was incepted earlier than VBAIX: DBOAX (22 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 : 6.02 vs. DBOAX (4.90). VBAIX return over 5 years is better than : 29.84 vs. DBOAX (11.96).
| 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 | 22 years | 25 years | - |
| Gain YTD | 5.492 | 4.187 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 58.3B | 0% |
| Annual Yield % from dividends | 1.13 | 2.07 | 55% |
| Returns for 1 year | 4.90 | 6.02 | 81% |
| Returns for 3 years | 16.43 | 22.60 | 73% |
| Returns for 5 years | 11.96 | 29.84 | 40% |
| Returns for 10 years | 20.80 | 85.85 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement