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DBOCX vs VBINX
DBOCX vs VBINX Comparison
Open Charts DBOCX vs VBINX
BNY Mellon Balanced Opportunity C
Price$22.88
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets267.36M
Vanguard Balanced Index I
Price$47.00
Change+$0.12 (+0.26%)
VolumeN/A
Net Assets54.87B
DBOCX vs VBINX Comparison Chart
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DBOCX vs. VBINX 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 VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 54.9B vs. DBOCX (267M). VBINX pays higher dividends than DBOCX: VBINX (2.09) vs DBOCX (0.45). DBOCX was incepted earlier than VBINX: DBOCX (21 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 : 3.09 vs. DBOCX (-0.79). VBINX return over 5 years is better than : 31.08 vs. DBOCX (9.68).
| 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 | 21 years | 33 years | - |
| Gain YTD | -2.353 | -2.959 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 54.9B | 0% |
| Annual Yield % from dividends | 0.45 | 2.09 | 21% |
| Returns for 1 year | -0.79 | 3.09 | -25% |
| Returns for 3 years | 10.31 | 16.79 | 61% |
| Returns for 5 years | 9.68 | 31.08 | 31% |
| Returns for 10 years | 7.65 | 71.63 | 11% |
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