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DBOCX vs VBIAX
DBOCX vs VBIAX Comparison
Open Charts DBOCX vs VBIAX
BNY Mellon Balanced Opportunity C
Price$21.83
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets258.17M
Vanguard Balanced Index Adm
Price$44.96
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets55.53B
DBOCX vs VBIAX Comparison Chart
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DBOCX vs. VBIAX commentary
Apr 18, 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 DBOCX is a Buy and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 55.5B vs. DBOCX (258M). VBIAX pays higher dividends than DBOCX: VBIAX (2.21) vs DBOCX (0.44). DBOCX was incepted earlier than VBIAX: DBOCX (21 years) vs VBIAX (24 years). DBOCX (2.06) is less costly to investors than VBIAX (0.07). DBOCX is a more actively managed with annual turnover of: 46.25 vs. VBIAX (19.00). DBOCX has a lower initial minimum investment than VBIAX: DBOCX (1000) vs VBIAX (3000). VBIAX annual gain was more profitable for investors over the last year : 1.38 vs. DBOCX (-2.29). VBIAX return over 5 years is better than : 28.16 vs. DBOCX (7.15).
| DBOCX | VBIAX | DBOCX / VBIAX | |
| Total Expense Ratio | 1.90 | 0.07 | 2,714% |
| Annual Report Gross Expense Ratio | 2.06 | 0.07 | 2,943% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | -6.290 | -6.960 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 55.5B | 0% |
| Annual Yield % from dividends | 0.44 | 2.21 | 20% |
| Returns for 1 year | -2.29 | 1.38 | -165% |
| Returns for 3 years | -3.72 | 4.79 | -78% |
| Returns for 5 years | 7.15 | 28.16 | 25% |
| Returns for 10 years | 2.83 | 64.27 | 4% |
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