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DBOAX vs VBIAX
DBOAX vs VBIAX Comparison
Open Charts DBOAX vs VBIAX
BNY Mellon Balanced Opportunity A
Price$24.75
Change-$0.12 (-0.48%)
VolumeN/A
Net Assets281.64M
Vanguard Balanced Index Adm
Price$49.98
Change-$0.21 (-0.42%)
VolumeN/A
Net Assets58.27B
DBOAX vs VBIAX Comparison Chart in %
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DBOAX vs. VBIAX 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.3B vs. DBOAX (282M). VBIAX pays higher dividends than DBOAX: VBIAX (2.09) vs DBOAX (1.14). 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 : 4.96 vs. DBOAX (2.87). VBIAX return over 5 years is better than : 32.19 vs. DBOAX (14.15).
| 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 | 5.364 | 3.873 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 58.3B | 0% |
| Annual Yield % from dividends | 1.14 | 2.09 | 55% |
| Returns for 1 year | 2.87 | 4.96 | 58% |
| Returns for 3 years | 22.96 | 28.29 | 81% |
| Returns for 5 years | 14.15 | 32.19 | 44% |
| Returns for 10 years | 19.98 | 84.72 | 24% |
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