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DBOYX vs VBIAX
DBOYX vs VBIAX Comparison
Open Charts DBOYX vs VBIAX
BNY Mellon Balanced Opportunity Y
Price$25.53
Change+$0.03 (+0.12%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.74
Change+$0.17 (+0.34%)
VolumeN/A
CapitalizationN/A
DBOYX vs VBIAX Comparison Chart
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DBOYX vs. VBIAX 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 VBIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.2B vs. DBOYX (294M). VBIAX pays higher dividends than DBOYX: VBIAX (1.98) vs DBOYX (1.40). DBOYX was incepted earlier than VBIAX: DBOYX (8 years) vs VBIAX (24 years). DBOYX is a more actively managed with annual turnover of: 71.50 vs. VBIAX (19.00). VBIAX has a lower initial minimum investment than DBOYX: VBIAX (3000) vs DBOYX (1000000). VBIAX annual gain was more profitable for investors over the last year : 17.99 vs. DBOYX (15.04). VBIAX return over 5 years is better than : 37.73 vs. DBOYX (13.88).
| DBOYX | VBIAX | DBOYX / VBIAX | |
| 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 | 14.551 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 57.2B | 1% |
| Annual Yield % from dividends | 1.40 | 1.98 | 71% |
| Returns for 1 year | 15.04 | 17.99 | 84% |
| Returns for 3 years | -7.55 | 5.45 | -139% |
| Returns for 5 years | 13.88 | 37.73 | 37% |
| Returns for 10 years | N/A | 88.42 | - |