Ad is loading...
Ad is loading...
DBOYX vs VBAIX
DBOYX vs VBAIX Comparison
Open Charts DBOYX vs VBAIX
BNY Mellon Balanced Opportunity Y
Price$25.53
Change+$0.03 (+0.12%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.75
Change+$0.17 (+0.34%)
VolumeN/A
CapitalizationN/A
DBOYX vs VBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBOYX vs. VBAIX commentary
Nov 23, 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 StrongSell and VBAIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 57.2B vs. DBOYX (294M). 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 : 18.00 vs. DBOYX (15.04). VBAIX return over 5 years is better than : 37.76 vs. DBOYX (13.88).
| 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 | 14.299 | 14.554 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 57.2B | 1% |
| Annual Yield % from dividends | 1.40 | 1.99 | 70% |
| Returns for 1 year | 15.04 | 18.00 | 84% |
| Returns for 3 years | -7.55 | 5.46 | -138% |
| Returns for 5 years | 13.88 | 37.76 | 37% |
| Returns for 10 years | N/A | 88.56 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...