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DBORX vs VBIAX
DBORX vs VBIAX Comparison
Open Charts DBORX vs VBIAX
BNY Mellon Balanced Opportunity I
Price$23.76
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets289.19M
Vanguard Balanced Index Adm
Price$49.14
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
DBORX vs VBIAX Comparison Chart
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DBORX vs. VBIAX commentary
Jan 19, 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 VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.5B vs. DBORX (289M). VBIAX pays higher dividends than DBORX: VBIAX (1.98) vs DBORX (1.41). DBORX was incepted earlier than VBIAX: DBORX (21 years) vs VBIAX (24 years). DBORX is a more actively managed with annual turnover of: 71.50 vs. VBIAX (19.00). DBORX has a lower initial minimum investment than VBIAX: DBORX (1000) vs VBIAX (3000). VBIAX annual gain was more profitable for investors over the last year : 12.42 vs. DBORX (9.68). VBIAX return over 5 years is better than : 28.95 vs. DBORX (4.07).
| DBORX | VBIAX | DBORX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 1.931 | 1.361 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 57.5B | 1% |
| Annual Yield % from dividends | 1.41 | 1.98 | 71% |
| Returns for 1 year | 9.68 | 12.42 | 78% |
| Returns for 3 years | 1.08 | 7.75 | 14% |
| Returns for 5 years | 4.07 | 28.95 | 14% |
| Returns for 10 years | 21.52 | 84.29 | 26% |