Ad is loading...
DBORX vs VBINX
DBORX vs VBINX Comparison
Open Charts DBORX vs VBINX
BNY Mellon Balanced Opportunity I
Price$23.76
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets289.19M
Vanguard Balanced Index I
Price$49.15
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
DBORX vs VBINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBORX vs. VBINX commentary
Jan 19, 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: 57.5B vs. DBORX (289M). 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 : 12.36 vs. DBORX (9.68). VBINX return over 5 years is better than : 28.62 vs. DBORX (4.07).
| 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 | 1.931 | 1.361 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 57.5B | 1% |
| Annual Yield % from dividends | 1.41 | 1.88 | 75% |
| Returns for 1 year | 9.68 | 12.36 | 78% |
| Returns for 3 years | 1.08 | 7.57 | 14% |
| Returns for 5 years | 4.07 | 28.62 | 14% |
| Returns for 10 years | 21.52 | 83.24 | 26% |
View a ticker or compare two or three
VS
VS
Ad is loading...