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DBORX vs VBIAX
DBORX vs VBIAX Comparison
Open Charts DBORX vs VBIAX
BNY Mellon Balanced Opportunity I
Price$22.48
Change+$0.37 (+1.67%)
VolumeN/A
Net Assets259.94M
Vanguard Balanced Index Adm
Price$46.08
Change+$0.66 (+1.45%)
VolumeN/A
Net Assets55.53B
DBORX vs VBIAX Comparison Chart
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DBORX vs. VBIAX commentary
Apr 26, 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 Buy and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 55.5B vs. DBORX (260M). VBIAX pays higher dividends than DBORX: VBIAX (2.21) vs DBORX (1.50). DBORX was incepted earlier than VBIAX: DBORX (21 years) vs VBIAX (24 years). DBORX (1.05) is less costly to investors than VBIAX (0.07). DBORX is a more actively managed with annual turnover of: 46.25 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 : 1.83 vs. DBORX (-1.46). VBIAX return over 5 years is better than : 30.30 vs. DBORX (12.39).
| DBORX | VBIAX | DBORX / VBIAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 1.05 | 0.07 | 1,500% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | -5.148 | -5.945 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 55.5B | 0% |
| Annual Yield % from dividends | 1.50 | 2.21 | 68% |
| Returns for 1 year | -1.46 | 1.83 | -79% |
| Returns for 3 years | 0.71 | 7.40 | 10% |
| Returns for 5 years | 12.39 | 30.30 | 41% |
| Returns for 10 years | 8.93 | 65.90 | 14% |
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