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DBOCX vs VBIAX
DBOCX vs VBIAX Comparison
Open Charts DBOCX vs VBIAX
BNY Mellon Balanced Opportunity C
Price$24.71
Change-$0.22 (-0.88%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.04
Change-$0.41 (-0.81%)
VolumeN/A
CapitalizationN/A
DBOCX vs VBIAX Comparison Chart
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DBOCX vs. VBIAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.2B vs. DBOCX (290M). 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 : 17.79 vs. DBOCX (14.09). VBIAX return over 5 years is better than : 36.26 vs. DBOCX (7.38).
| 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 | 11.810 | 13.351 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 57.2B | 1% |
| Annual Yield % from dividends | 0.48 | 1.98 | 24% |
| Returns for 1 year | 14.09 | 17.79 | 79% |
| Returns for 3 years | -11.69 | 3.71 | -315% |
| Returns for 5 years | 7.38 | 36.26 | 20% |
| Returns for 10 years | 10.18 | 87.70 | 12% |
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