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DBOCX vs VBIAX
DBOCX vs VBIAX Comparison
Open Charts DBOCX vs VBIAX
BNY Mellon Balanced Opportunity C
Price$24.04
Change+$0.12 (+0.50%)
VolumeN/A
Net Assets288.88M
Vanguard Balanced Index Adm
Price$49.68
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets57.48B
DBOCX vs VBIAX Comparison Chart
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DBOCX vs. VBIAX commentary
Jan 31, 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 StrongBuy and VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.5B vs. DBOCX (289M). VBIAX pays higher dividends than DBOCX: VBIAX (1.98) vs DBOCX (0.48). DBOCX was incepted earlier than VBIAX: DBOCX (21 years) vs VBIAX (24 years). DBOCX is a more actively managed with annual turnover of: 71.50 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 : 11.73 vs. DBOCX (8.57). VBIAX return over 5 years is better than : 31.49 vs. DBOCX (4.59).
| DBOCX | VBIAX | DBOCX / 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 | 2.867 | 2.042 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 57.5B | 1% |
| Annual Yield % from dividends | 0.48 | 1.98 | 24% |
| Returns for 1 year | 8.57 | 11.73 | 73% |
| Returns for 3 years | 2.11 | 9.35 | 23% |
| Returns for 5 years | 4.59 | 31.49 | 15% |
| Returns for 10 years | 16.60 | 84.84 | 20% |
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