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DBOCX vs VBINX
DBOCX vs VBINX Comparison
Open Charts DBOCX vs VBINX
BNY Mellon Balanced Opportunity C
Price$24.82
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets283.04M
Vanguard Balanced Index I
Price$50.68
Change+$0.19 (+0.38%)
VolumeN/A
Net Assets58.79B
DBOCX vs VBINX Comparison Chart in %
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DBOCX vs. VBINX commentary
Aug 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 StrongBuy and VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.8B vs. DBOCX (283M). VBINX pays higher dividends than DBOCX: VBINX (1.96) vs DBOCX (0.41). DBOCX was incepted earlier than VBINX: DBOCX (22 years) vs VBINX (33 years). DBOCX (2.03) is less costly to investors than VBINX (0.18). DBOCX is a more actively managed with annual turnover of: 46.25 vs. VBINX (22.00). VBINX has a lower initial minimum investment than DBOCX: VBINX (0) vs DBOCX (1000). VBINX annual gain was more profitable for investors over the last year : 9.11 vs. DBOCX (7.70). VBINX return over 5 years is better than : 28.30 vs. DBOCX (7.97).
| DBOCX | VBINX | DBOCX / VBINX | |
| Total Expense Ratio | 1.90 | 0.18 | 1,056% |
| Annual Report Gross Expense Ratio | 2.03 | 0.18 | 1,128% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 5.819 | 4.873 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 58.8B | 0% |
| Annual Yield % from dividends | 0.41 | 1.96 | 21% |
| Returns for 1 year | 7.70 | 9.11 | 85% |
| Returns for 3 years | 15.49 | 22.30 | 69% |
| Returns for 5 years | 7.97 | 28.30 | 28% |
| Returns for 10 years | 17.64 | 86.74 | 20% |
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