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DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$23.22
Change-$0.52 (-2.19%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.07
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
DBOZX vs VBAIX Comparison Chart
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DBOZX vs. VBAIX commentary
Dec 19, 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 DBOZX is a StrongBuy and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.3B vs. DBOZX (276M). VBAIX pays higher dividends than DBOZX: VBAIX (1.99) vs DBOZX (1.37). DBOZX was incepted earlier than VBAIX: DBOZX (20 years) vs VBAIX (24 years). DBOZX is a more actively managed with annual turnover of: 71.50 vs. VBAIX (19.00). DBOZX has a lower initial minimum investment than VBAIX: DBOZX (1000) vs VBAIX (5000000). DBOZX annual gain was more profitable for investors over the last year : 17.28 vs. VBAIX (14.27). VBAIX return over 5 years is better than : 36.77 vs. DBOZX (11.93).
| DBOZX | VBAIX | DBOZX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 16.166 | 15.912 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 59.3B | 0% |
| Annual Yield % from dividends | 1.37 | 1.99 | 69% |
| Returns for 1 year | 17.28 | 14.27 | 121% |
| Returns for 3 years | 5.41 | 7.82 | 69% |
| Returns for 5 years | 11.93 | 36.77 | 32% |
| Returns for 10 years | 16.63 | 90.28 | 18% |
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