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DBORX vs VBIAX
DBORX vs VBIAX Comparison
Open Charts DBORX vs VBIAX
BNY Mellon Balanced Opportunity I
Price$23.26
Change-$0.52 (-2.19%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.06
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
DBORX vs VBIAX Comparison Chart
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DBORX vs. VBIAX commentary
Dec 19, 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 StrongBuy and VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.3B vs. DBORX (276M). 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). DBORX annual gain was more profitable for investors over the last year : 17.35 vs. VBIAX (14.26). VBIAX return over 5 years is better than : 36.75 vs. DBORX (12.24).
| 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 | 16.234 | 15.911 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 59.3B | 0% |
| Annual Yield % from dividends | 1.41 | 1.98 | 71% |
| Returns for 1 year | 17.35 | 14.26 | 122% |
| Returns for 3 years | 5.54 | 7.81 | 71% |
| Returns for 5 years | 12.24 | 36.75 | 33% |
| Returns for 10 years | 16.89 | 90.21 | 19% |
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