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DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$23.68
Change-$0.29 (-1.21%)
VolumeN/A
Net Assets284.69M
Vanguard Balanced Index I
Price$49.40
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
DBOZX vs VBAIX Comparison Chart
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DBOZX 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 DBOZX is a StrongBuy and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.5B vs. DBOZX (285M). 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). VBAIX annual gain was more profitable for investors over the last year : 9.08 vs. DBOZX (5.74). VBAIX return over 5 years is better than : 28.16 vs. DBOZX (3.89).
| 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 | 1.762 | 1.877 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 58.5B | 0% |
| Annual Yield % from dividends | 1.37 | 1.99 | 69% |
| Returns for 1 year | 5.74 | 9.08 | 63% |
| Returns for 3 years | 4.49 | 12.93 | 35% |
| Returns for 5 years | 3.89 | 28.16 | 14% |
| Returns for 10 years | 15.79 | 80.12 | 20% |
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