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DBOYX vs VBAIX
DBOYX vs VBAIX Comparison
Open Charts DBOYX vs VBAIX
BNY Mellon Balanced Opportunity Y
Price$24.02
Change-$0.30 (-1.23%)
VolumeN/A
Net Assets284.69M
Vanguard Balanced Index I
Price$49.40
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
DBOYX vs VBAIX Comparison Chart
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DBOYX vs. VBAIX 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 DBOYX is a StrongBuy and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.5B vs. DBOYX (285M). 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 : 9.08 vs. DBOYX (5.88). VBAIX return over 5 years is better than : 28.16 vs. DBOYX (5.02).
| 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 | 1.693 | 1.877 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 58.5B | 0% |
| Annual Yield % from dividends | 1.40 | 1.99 | 70% |
| Returns for 1 year | 5.88 | 9.08 | 65% |
| Returns for 3 years | 5.38 | 12.93 | 42% |
| Returns for 5 years | 5.02 | 28.16 | 18% |
| Returns for 10 years | N/A | 80.12 | - |
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