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DBORX vs VBIAX
DBORX vs VBIAX Comparison
Open Charts DBORX vs VBIAX
BNY Mellon Balanced Opportunity I
Price$24.89
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets284.15M
Vanguard Balanced Index Adm
Price$50.64
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets58.79B
DBORX vs VBIAX Comparison Chart in %
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DBORX vs. VBIAX commentary
Aug 08, 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 StrongBuy and VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.8B vs. DBORX (284M). VBIAX pays higher dividends than DBORX: VBIAX (2.06) vs DBORX (1.38). DBORX was incepted earlier than VBIAX: DBORX (22 years) vs VBIAX (25 years). DBORX (1.01) is less costly to investors than VBIAX (0.07). DBORX is a more actively managed with annual turnover of: 46.25 vs. VBIAX (22.00). 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 : 10.24 vs. DBORX (9.05). VBIAX return over 5 years is better than : 29.15 vs. DBORX (11.67).
| DBORX | VBIAX | DBORX / VBIAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 6.821 | 5.327 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 58.8B | 0% |
| Annual Yield % from dividends | 1.38 | 2.06 | 67% |
| Returns for 1 year | 9.05 | 10.24 | 88% |
| Returns for 3 years | 16.99 | 22.74 | 75% |
| Returns for 5 years | 11.67 | 29.15 | 40% |
| Returns for 10 years | 22.39 | 87.31 | 26% |