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DBORX vs VBINX
DBORX vs VBINX Comparison
Open Charts DBORX vs VBINX
BNY Mellon Balanced Opportunity I
Price$23.71
Change-$0.30 (-1.25%)
VolumeN/A
Net Assets284.69M
Vanguard Balanced Index I
Price$49.39
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
DBORX vs VBINX Comparison Chart
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DBORX vs. VBINX commentary
Feb 23, 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 VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.5B vs. DBORX (285M). VBINX pays higher dividends than DBORX: VBINX (1.88) vs DBORX (1.41). DBORX was incepted earlier than VBINX: DBORX (21 years) vs VBINX (32 years). DBORX is a more actively managed with annual turnover of: 71.50 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 : 9.00 vs. DBORX (5.77). VBINX return over 5 years is better than : 27.78 vs. DBORX (4.16).
| DBORX | VBINX | DBORX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | 1.716 | 1.856 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 58.5B | 0% |
| Annual Yield % from dividends | 1.41 | 1.88 | 75% |
| Returns for 1 year | 5.77 | 9.00 | 64% |
| Returns for 3 years | 4.58 | 12.70 | 36% |
| Returns for 5 years | 4.16 | 27.78 | 15% |
| Returns for 10 years | 15.95 | 78.99 | 20% |