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DBORX vs VBAIX
DBORX vs VBAIX Comparison
Open Charts DBORX vs VBAIX
BNY Mellon Balanced Opportunity I
Price$24.82
Change-$0.04 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.08
Change-$0.09 (-0.18%)
VolumeN/A
CapitalizationN/A
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DBORX vs VBAIX Comparison Chart
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DBORX vs. VBAIX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.1B vs. DBORX (293M). 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). VBAIX annual gain was more profitable for investors over the last year : 21.55 vs. DBORX (16.79). VBAIX return over 5 years is better than : 40.39 vs. DBORX (14.01).
| 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 | 12.341 | 13.625 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 58.1B | 1% |
| Annual Yield % from dividends | 1.41 | 1.99 | 71% |
| Returns for 1 year | 16.79 | 21.55 | 78% |
| Returns for 3 years | -8.39 | 7.12 | -118% |
| Returns for 5 years | 14.01 | 40.39 | 35% |
| Returns for 10 years | 20.71 | 97.78 | 21% |
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