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DBOAX vs VBIAX
DBOAX vs VBIAX Comparison
Open Charts DBOAX vs VBIAX
BNY Mellon Balanced Opportunity A
Price$23.90
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets275.51M
Vanguard Balanced Index Adm
Price$48.52
Change-$0.17 (-0.35%)
VolumeN/A
Net Assets56.6B
DBOAX vs VBIAX Comparison Chart
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DBOAX vs. VBIAX commentary
Jun 07, 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: 56.6B vs. DBOAX (276M). VBIAX pays higher dividends than DBOAX: VBIAX (2.14) vs DBOAX (1.19). 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 : 4.70 vs. DBOAX (1.60). VBIAX return over 5 years is better than : 28.76 vs. DBOAX (9.09).
| 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 | 1.831 | 0.826 | 222% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 56.6B | 0% |
| Annual Yield % from dividends | 1.19 | 2.14 | 56% |
| Returns for 1 year | 1.60 | 4.70 | 34% |
| Returns for 3 years | 11.35 | 18.54 | 61% |
| Returns for 5 years | 9.09 | 28.76 | 32% |
| Returns for 10 years | 16.67 | 80.52 | 21% |
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