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DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$23.20
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets270.09M
Vanguard Balanced Index I
Price$47.63
Change-$0.16 (-0.33%)
VolumeN/A
Net Assets54.87B
DBOZX vs VBAIX Comparison Chart
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DBOZX vs. VBAIX commentary
May 25, 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 Buy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 54.9B vs. DBOZX (270M). VBAIX pays higher dividends than DBOZX: VBAIX (2.22) vs DBOZX (1.43). DBOZX was incepted earlier than VBAIX: DBOZX (20 years) vs VBAIX (24 years). DBOZX (1.09) is less costly to investors than VBAIX (0.06). DBOZX is a more actively managed with annual turnover of: 46.25 vs. VBAIX (22.00). 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 : 3.81 vs. DBOZX (0.65). VBAIX return over 5 years is better than : 32.24 vs. DBOZX (13.91).
| DBOZX | VBAIX | DBOZX / VBAIX | |
| Total Expense Ratio | 0.97 | 0.06 | 1,617% |
| Annual Report Gross Expense Ratio | 1.09 | 0.06 | 1,817% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -0.301 | -1.387 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 54.9B | 0% |
| Annual Yield % from dividends | 1.43 | 2.22 | 65% |
| Returns for 1 year | 0.65 | 3.81 | 17% |
| Returns for 3 years | 12.63 | 18.94 | 67% |
| Returns for 5 years | 13.91 | 32.24 | 43% |
| Returns for 10 years | 14.13 | 74.98 | 19% |
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