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DBOAX vs VBIAX
DBOAX vs VBIAX Comparison
Open Charts DBOAX vs VBIAX
BNY Mellon Balanced Opportunity A
Price$24.78
Change-$0.17 (-0.68%)
VolumeN/A
Net Assets281.03M
Vanguard Balanced Index Adm
Price$50.13
Change-$0.36 (-0.71%)
VolumeN/A
Net Assets58.27B
DBOAX vs VBIAX Comparison Chart in %
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DBOAX vs. VBIAX commentary
Aug 04, 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 Hold and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.3B vs. DBOAX (281M). VBIAX pays higher dividends than DBOAX: VBIAX (2.06) vs DBOAX (1.13). 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 : 6.02 vs. DBOAX (4.90). VBIAX return over 5 years is better than : 29.82 vs. DBOAX (11.96).
| 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 | 5.492 | 4.184 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 58.3B | 0% |
| Annual Yield % from dividends | 1.13 | 2.06 | 55% |
| Returns for 1 year | 4.90 | 6.02 | 81% |
| Returns for 3 years | 16.43 | 22.55 | 73% |
| Returns for 5 years | 11.96 | 29.82 | 40% |
| Returns for 10 years | 20.80 | 85.77 | 24% |
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