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DBORX vs VBAIX
DBORX vs VBAIX Comparison
Open Charts DBORX vs VBAIX
BNY Mellon Balanced Opportunity I
Price$24.89
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets284.15M
Vanguard Balanced Index I
Price$50.64
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets58.79B
DBORX vs VBAIX Comparison Chart in %
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DBORX vs. VBAIX commentary
Aug 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 DBORX is a StrongBuy and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.8B vs. DBORX (284M). VBAIX pays higher dividends than DBORX: VBAIX (2.07) vs DBORX (1.38). DBORX was incepted earlier than VBAIX: DBORX (22 years) vs VBAIX (25 years). DBORX (1.01) is less costly to investors than VBAIX (0.06). DBORX is a more actively managed with annual turnover of: 46.25 vs. VBAIX (22.00). DBORX has a lower initial minimum investment than VBAIX: DBORX (1000) vs VBAIX (5000000). VBAIX annual gain was more profitable for investors over the last year : 10.22 vs. DBORX (9.05). VBAIX return over 5 years is better than : 29.18 vs. DBORX (11.67).
| DBORX | VBAIX | DBORX / VBAIX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 6.821 | 5.309 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 58.8B | 0% |
| Annual Yield % from dividends | 1.38 | 2.07 | 66% |
| Returns for 1 year | 9.05 | 10.22 | 89% |
| Returns for 3 years | 16.99 | 22.73 | 75% |
| Returns for 5 years | 11.67 | 29.18 | 40% |
| Returns for 10 years | 22.39 | 87.41 | 26% |
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