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DBOYX vs VBAIX
DBOYX vs VBAIX Comparison
Open Charts DBOYX vs VBAIX
BNY Mellon Balanced Opportunity Y
Price$23.91
Change+$0.15 (+0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.83
Change+$0.36 (+0.71%)
VolumeN/A
CapitalizationN/A
DBOYX vs VBAIX Comparison Chart
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DBOYX vs. VBAIX commentary
Dec 25, 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 DBOYX is a StrongBuy and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.3B vs. DBOYX (287M). VBAIX pays higher dividends than DBOYX: VBAIX (1.99) vs DBOYX (1.40). DBOYX was incepted earlier than VBAIX: DBOYX (8 years) vs VBAIX (24 years). DBOYX is a more actively managed with annual turnover of: 71.50 vs. VBAIX (19.00). DBOYX has a lower initial minimum investment than VBAIX: DBOYX (1000000) vs VBAIX (5000000). VBAIX annual gain was more profitable for investors over the last year : 14.66 vs. DBOYX (8.47). VBAIX return over 5 years is better than : 34.96 vs. DBOYX (4.28).
| DBOYX | VBAIX | DBOYX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 8.085 | 14.304 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 59.3B | 0% |
| Annual Yield % from dividends | 1.40 | 1.99 | 70% |
| Returns for 1 year | 8.47 | 14.66 | 58% |
| Returns for 3 years | -2.65 | 4.96 | -54% |
| Returns for 5 years | 4.28 | 34.96 | 12% |
| Returns for 10 years | N/A | 86.72 | - |
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