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DBORX vs VBAIX
DBORX vs VBAIX Comparison
Open Charts DBORX vs VBAIX
BNY Mellon Balanced Opportunity I
Price$23.84
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets275.31M
Vanguard Balanced Index I
Price$48.53
Change-$0.17 (-0.35%)
VolumeN/A
Net Assets56.6B
DBORX vs VBAIX Comparison Chart
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DBORX vs. VBAIX commentary
Jun 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 DBORX is a Buy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 56.6B vs. DBORX (275M). VBAIX pays higher dividends than DBORX: VBAIX (2.15) vs DBORX (1.45). DBORX was incepted earlier than VBAIX: DBORX (21 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 : 4.70 vs. DBORX (1.63). VBAIX return over 5 years is better than : 28.79 vs. DBORX (9.66).
| 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 | 21 years | 25 years | - |
| Gain YTD | 1.845 | 0.828 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 56.6B | 0% |
| Annual Yield % from dividends | 1.45 | 2.15 | 67% |
| Returns for 1 year | 1.63 | 4.70 | 35% |
| Returns for 3 years | 10.41 | 18.59 | 56% |
| Returns for 5 years | 9.66 | 28.79 | 34% |
| Returns for 10 years | 17.45 | 80.59 | 22% |
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