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DBORX vs VBIAX
DBORX vs VBIAX Comparison
Open Charts DBORX vs VBIAX
BNY Mellon Balanced Opportunity I
Price$23.75
Change-$0.23 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$48.17
Change-$0.48 (-0.99%)
VolumeN/A
CapitalizationN/A
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DBORX vs VBIAX Comparison Chart
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DBORX vs. VBIAX commentary
Sep 08, 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 Buy and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.3B vs. DBORX (282M). 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 : 14.43 vs. DBORX (10.27). VBIAX return over 5 years is better than : 35.37 vs. DBORX (11.01).
| 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 | 8.802 | 9.838 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 57.3B | 0% |
| Annual Yield % from dividends | 1.41 | 1.98 | 71% |
| Returns for 1 year | 10.27 | 14.43 | 71% |
| Returns for 3 years | -11.63 | 2.16 | -538% |
| Returns for 5 years | 11.01 | 35.37 | 31% |
| Returns for 10 years | 12.03 | 85.02 | 14% |
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