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DBOAX vs VBIAX
DBOAX vs VBIAX Comparison
Open Charts DBOAX vs VBIAX
BNY Mellon Balanced Opportunity A
Price$23.05
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets267.38M
Vanguard Balanced Index Adm
Price$46.99
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets54.87B
DBOAX vs VBIAX Comparison Chart
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DBOAX vs. VBIAX commentary
May 11, 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 54.9B vs. DBOAX (267M). VBIAX pays higher dividends than DBOAX: VBIAX (2.21) vs DBOAX (1.23). DBOAX was incepted earlier than VBIAX: DBOAX (21 years) vs VBIAX (25 years). DBOAX (1.26) is less costly to investors than VBIAX (0.07). DBOAX is a more actively managed with annual turnover of: 46.25 vs. VBIAX (22.00). DBOAX has a lower initial minimum investment than VBIAX: DBOAX (1000) vs VBIAX (3000). VBIAX annual gain was more profitable for investors over the last year : 2.96 vs. DBOAX (-0.59). VBIAX return over 5 years is better than : 31.75 vs. DBOAX (12.67).
| DBOAX | VBIAX | DBOAX / VBIAX | |
| Total Expense Ratio | 1.15 | 0.07 | 1,643% |
| Annual Report Gross Expense Ratio | 1.26 | 0.07 | 1,800% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -1.873 | -2.694 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 54.9B | 0% |
| Annual Yield % from dividends | 1.23 | 2.21 | 56% |
| Returns for 1 year | -0.59 | 2.96 | -20% |
| Returns for 3 years | 11.08 | 17.01 | 65% |
| Returns for 5 years | 12.67 | 31.75 | 40% |
| Returns for 10 years | 12.21 | 73.29 | 17% |
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