Interact to see
Advertisement
Advertisement
DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$25.08
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets287.47M
Vanguard Balanced Index I
Price$51.15
Change-$0.12 (-0.23%)
VolumeN/A
Net Assets58.79B
DBOZX vs VBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBOZX vs. VBAIX commentary
Aug 16, 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: 58.8B vs. DBOZX (287M). VBAIX pays higher dividends than DBOZX: VBAIX (2.07) vs DBOZX (1.32). DBOZX was incepted earlier than VBAIX: DBOZX (21 years) vs VBAIX (25 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 : 7.12 vs. DBOZX (5.75). VBAIX return over 5 years is better than : 30.65 vs. DBOZX (12.16).
| 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 | 21 years | 25 years | - |
| Gain YTD | 7.950 | 6.535 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 58.8B | 0% |
| Annual Yield % from dividends | 1.32 | 2.07 | 64% |
| Returns for 1 year | 5.75 | 7.12 | 81% |
| Returns for 3 years | 15.38 | 21.22 | 72% |
| Returns for 5 years | 12.16 | 30.65 | 40% |
| Returns for 10 years | 23.58 | 89.78 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers