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DBOAX vs VBIAX
DBOAX vs VBIAX Comparison
Open Charts DBOAX vs VBIAX
BNY Mellon Balanced Opportunity A
Price$23.44
Change-$0.52 (-2.17%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.06
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
DBOAX vs VBIAX Comparison Chart
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DBOAX vs. VBIAX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.3B vs. DBOAX (276M). VBIAX pays higher dividends than DBOAX: VBIAX (1.98) vs DBOAX (1.17). DBOAX was incepted earlier than VBIAX: DBOAX (21 years) vs VBIAX (24 years). DBOAX is a more actively managed with annual turnover of: 71.50 vs. VBIAX (19.00). DBOAX has a lower initial minimum investment than VBIAX: DBOAX (1000) vs VBIAX (3000). DBOAX annual gain was more profitable for investors over the last year : 17.04 vs. VBIAX (14.26). VBIAX return over 5 years is better than : 36.75 vs. DBOAX (11.39).
| DBOAX | VBIAX | DBOAX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 15.937 | 15.911 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 59.3B | 0% |
| Annual Yield % from dividends | 1.17 | 1.98 | 59% |
| Returns for 1 year | 17.04 | 14.26 | 120% |
| Returns for 3 years | 5.25 | 7.81 | 67% |
| Returns for 5 years | 11.39 | 36.75 | 31% |
| Returns for 10 years | 15.99 | 90.21 | 18% |
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