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DBORX vs VBINX
DBORX vs VBINX Comparison
Open Charts DBORX vs VBINX
BNY Mellon Balanced Opportunity I
Price$22.22
Change-$0.69 (-3.01%)
VolumeN/A
Net Assets271.66M
Vanguard Balanced Index I
Price$45.73
Change-$1.31 (-2.78%)
VolumeN/A
Net Assets58.22B
DBORX vs VBINX Comparison Chart
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DBORX vs. VBINX commentary
Apr 04, 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 VBINX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.2B vs. DBORX (272M). VBINX pays higher dividends than DBORX: VBINX (2.09) vs DBORX (1.50). DBORX was incepted earlier than VBINX: DBORX (21 years) vs VBINX (32 years). DBORX (1.05) is less costly to investors than VBINX (0.18). DBORX is a more actively managed with annual turnover of: 46.25 vs. VBINX (19.00). VBINX has a lower initial minimum investment than DBORX: VBINX (0) vs DBORX (1000). VBINX annual gain was more profitable for investors over the last year : 2.98 vs. DBORX (-0.40). VBINX return over 5 years is better than : 47.14 vs. DBORX (26.67).
| DBORX | VBINX | DBORX / VBINX | |
| Total Expense Ratio | 0.90 | 0.18 | 500% |
| Annual Report Gross Expense Ratio | 1.05 | 0.18 | 583% |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | -2.145 | -2.628 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 58.2B | 0% |
| Annual Yield % from dividends | 1.50 | 2.09 | 71% |
| Returns for 1 year | -0.40 | 2.98 | -14% |
| Returns for 3 years | -2.20 | 5.35 | -41% |
| Returns for 5 years | 26.67 | 47.14 | 57% |
| Returns for 10 years | 12.69 | 71.93 | 18% |
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