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DBOAX vs VBIAX
DBOAX vs VBIAX Comparison
Open Charts DBOAX vs VBIAX
BNY Mellon Balanced Opportunity A
Price$25.89
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets290.4M
Vanguard Balanced Index Adm
Price$52.66
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets59.67B
DBOAX vs VBIAX Comparison Chart in %
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DBOAX vs. VBIAX commentary
Oct 06, 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: 59.7B vs. DBOAX (290M). VBIAX pays higher dividends than DBOAX: VBIAX (2.02) vs DBOAX (1.10). 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 : 8.04 vs. DBOAX (5.69). VBIAX return over 5 years is better than : 34.95 vs. DBOAX (14.65).
| 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 | 10.217 | 9.831 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 59.7B | 0% |
| Annual Yield % from dividends | 1.10 | 2.02 | 54% |
| Returns for 1 year | 5.69 | 8.04 | 71% |
| Returns for 3 years | 28.50 | 38.02 | 75% |
| Returns for 5 years | 14.65 | 34.95 | 42% |
| Returns for 10 years | 30.99 | 102.23 | 30% |
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