Interact to see
Advertisement
Advertisement
DBOAX vs VBIAX
DBOAX vs VBIAX Comparison
Open Charts DBOAX vs VBIAX
BNY Mellon Balanced Opportunity A
Price$25.61
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets287.44M
Vanguard Balanced Index Adm
Price$52.29
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets59.67B
DBOAX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBOAX vs. VBIAX commentary
Sep 15, 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 StrongBuy and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.7B vs. DBOAX (287M). VBIAX pays higher dividends than DBOAX: VBIAX (2.03) vs DBOAX (1.11). DBOAX was incepted earlier than VBIAX: DBOAX (22 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 : 7.82 vs. DBOAX (5.92). VBIAX return over 5 years is better than : 33.96 vs. DBOAX (14.20).
| 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 | 22 years | 25 years | - |
| Gain YTD | 9.025 | 8.673 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 59.7B | 0% |
| Annual Yield % from dividends | 1.11 | 2.03 | 55% |
| Returns for 1 year | 5.92 | 7.82 | 76% |
| Returns for 3 years | 24.36 | 32.38 | 75% |
| Returns for 5 years | 14.20 | 33.96 | 42% |
| Returns for 10 years | 29.32 | 100.11 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement