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DBORX vs VBAIX
DBORX vs VBAIX Comparison
Open Charts DBORX vs VBAIX
BNY Mellon Balanced Opportunity I
Price$23.26
Change-$0.52 (-2.19%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.07
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
DBORX vs VBAIX Comparison Chart
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DBORX vs. VBAIX commentary
Dec 19, 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 DBORX is a StrongBuy and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.3B vs. DBORX (276M). VBAIX pays higher dividends than DBORX: VBAIX (1.99) vs DBORX (1.41). DBORX was incepted earlier than VBAIX: DBORX (21 years) vs VBAIX (24 years). DBORX is a more actively managed with annual turnover of: 71.50 vs. VBAIX (19.00). DBORX has a lower initial minimum investment than VBAIX: DBORX (1000) vs VBAIX (5000000). DBORX annual gain was more profitable for investors over the last year : 17.35 vs. VBAIX (14.27). VBAIX return over 5 years is better than : 36.77 vs. DBORX (12.24).
| DBORX | VBAIX | DBORX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 16.234 | 15.912 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 59.3B | 0% |
| Annual Yield % from dividends | 1.41 | 1.99 | 71% |
| Returns for 1 year | 17.35 | 14.27 | 122% |
| Returns for 3 years | 5.54 | 7.82 | 71% |
| Returns for 5 years | 12.24 | 36.77 | 33% |
| Returns for 10 years | 16.89 | 90.28 | 19% |
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