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DBORX vs VBAIX
DBORX vs VBAIX Comparison
Open Charts DBORX vs VBAIX
BNY Mellon Balanced Opportunity I
Price$22.22
Change-$0.69 (-3.01%)
VolumeN/A
Net Assets271.66M
Vanguard Balanced Index I
Price$45.73
Change-$1.31 (-2.78%)
VolumeN/A
Net Assets58.22B
DBORX vs VBAIX Comparison Chart
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DBORX vs. VBAIX commentary
Apr 04, 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 Hold and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.2B vs. DBORX (272M). VBAIX pays higher dividends than DBORX: VBAIX (2.22) vs DBORX (1.50). DBORX was incepted earlier than VBAIX: DBORX (21 years) vs VBAIX (24 years). DBORX (1.05) is less costly to investors than VBAIX (0.06). DBORX is a more actively managed with annual turnover of: 46.25 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 : 3.06 vs. DBORX (-0.40). VBAIX return over 5 years is better than : 47.58 vs. DBORX (26.67).
| DBORX | VBAIX | DBORX / VBAIX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 1.05 | 0.06 | 1,750% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | -2.145 | -2.609 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 58.2B | 0% |
| Annual Yield % from dividends | 1.50 | 2.22 | 67% |
| Returns for 1 year | -0.40 | 3.06 | -13% |
| Returns for 3 years | -2.20 | 5.55 | -40% |
| Returns for 5 years | 26.67 | 47.58 | 56% |
| Returns for 10 years | 12.69 | 72.99 | 17% |
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