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DBOCX vs VBIAX
DBOCX vs VBIAX Comparison
Open Charts DBOCX vs VBIAX
BNY Mellon Balanced Opportunity C
Price$22.88
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets267.36M
Vanguard Balanced Index Adm
Price$47.00
Change+$0.12 (+0.26%)
VolumeN/A
Net Assets54.87B
DBOCX vs VBIAX Comparison Chart
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DBOCX vs. VBIAX commentary
May 09, 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: 54.9B vs. DBOCX (267M). VBIAX pays higher dividends than DBOCX: VBIAX (2.21) vs DBOCX (0.45). 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 : 3.17 vs. DBOCX (-0.79). VBIAX return over 5 years is better than : 31.44 vs. DBOCX (9.68).
| 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 | -2.353 | -2.922 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 54.9B | 0% |
| Annual Yield % from dividends | 0.45 | 2.21 | 20% |
| Returns for 1 year | -0.79 | 3.17 | -25% |
| Returns for 3 years | 10.31 | 16.99 | 61% |
| Returns for 5 years | 9.68 | 31.44 | 31% |
| Returns for 10 years | 7.65 | 72.65 | 11% |
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