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DBOCX vs VBIAX
DBOCX vs VBIAX Comparison
Open Charts DBOCX vs VBIAX
BNY Mellon Balanced Opportunity C
Price$23.71
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets275.31M
Vanguard Balanced Index Adm
Price$48.52
Change-$0.17 (-0.35%)
VolumeN/A
Net Assets56.6B
DBOCX vs VBIAX Comparison Chart
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DBOCX 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 DBOCX is a Buy and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 56.6B vs. DBOCX (275M). VBIAX pays higher dividends than DBOCX: VBIAX (2.14) vs DBOCX (0.43). DBOCX was incepted earlier than VBIAX: DBOCX (21 years) vs VBIAX (25 years). DBOCX (2.03) is less costly to investors than VBIAX (0.07). DBOCX is a more actively managed with annual turnover of: 46.25 vs. VBIAX (22.00). 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 : 4.70 vs. DBOCX (1.11). VBIAX return over 5 years is better than : 28.76 vs. DBOCX (6.47).
| DBOCX | VBIAX | DBOCX / VBIAX | |
| Total Expense Ratio | 1.90 | 0.07 | 2,714% |
| Annual Report Gross Expense Ratio | 2.03 | 0.07 | 2,900% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 1.498 | 0.826 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 56.6B | 0% |
| Annual Yield % from dividends | 0.43 | 2.14 | 20% |
| Returns for 1 year | 1.11 | 4.70 | 24% |
| Returns for 3 years | 10.36 | 18.54 | 56% |
| Returns for 5 years | 6.47 | 28.76 | 22% |
| Returns for 10 years | 12.47 | 80.52 | 15% |
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