Interact to see
Advertisement
Advertisement
DBOCX vs VBIAX
DBOCX vs VBIAX Comparison
Open Charts DBOCX vs VBIAX
BNY Mellon Balanced Opportunity C
Price$25.60
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets290.95M
Vanguard Balanced Index Adm
Price$52.63
Change-$0.12 (-0.23%)
VolumeN/A
Net Assets60.99B
DBOCX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBOCX vs. VBIAX commentary
Oct 08, 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: 61B vs. DBOCX (291M). VBIAX pays higher dividends than DBOCX: VBIAX (2.02) vs DBOCX (0.40). DBOCX was incepted earlier than VBIAX: DBOCX (22 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 : 8.62 vs. DBOCX (5.61). VBIAX return over 5 years is better than : 32.70 vs. DBOCX (9.60).
| 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 | 22 years | 25 years | - |
| Gain YTD | 9.799 | 10.018 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 61B | 0% |
| Annual Yield % from dividends | 0.40 | 2.02 | 20% |
| Returns for 1 year | 5.61 | 8.62 | 65% |
| Returns for 3 years | 30.97 | 42.42 | 73% |
| Returns for 5 years | 9.60 | 32.70 | 29% |
| Returns for 10 years | 25.12 | 100.50 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement