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DBORX vs VBAIX
DBORX vs VBAIX Comparison
Open Charts DBORX vs VBAIX
BNY Mellon Balanced Opportunity I
Price$24.59
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets281.95M
Vanguard Balanced Index I
Price$49.95
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets56.6B
DBORX vs VBAIX Comparison Chart in %
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DBORX vs. VBAIX commentary
Jul 03, 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 (282M). VBAIX pays higher dividends than DBORX: VBAIX (2.10) vs DBORX (1.39). 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 : 6.23 vs. DBORX (4.35). VBAIX return over 5 years is better than : 33.31 vs. DBORX (15.80).
| 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 | 5.234 | 3.501 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 56.6B | 0% |
| Annual Yield % from dividends | 1.39 | 2.10 | 66% |
| Returns for 1 year | 4.35 | 6.23 | 70% |
| Returns for 3 years | 22.08 | 27.62 | 80% |
| Returns for 5 years | 15.80 | 33.31 | 47% |
| Returns for 10 years | 21.76 | 85.92 | 25% |
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