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DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$24.97
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets285.64M
Vanguard Balanced Index I
Price$50.72
Change+$0.17 (+0.34%)
VolumeN/A
Net Assets58.27B
DBOZX vs VBAIX Comparison Chart in %
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DBOZX vs. VBAIX commentary
Jul 27, 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: 58.3B vs. DBOZX (286M). VBAIX pays higher dividends than DBOZX: VBAIX (2.10) vs DBOZX (1.33). 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 : 8.36 vs. DBOZX (7.36). VBAIX return over 5 years is better than : 32.88 vs. DBOZX (15.03).
| 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 | 7.306 | 5.392 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 58.3B | 0% |
| Annual Yield % from dividends | 1.33 | 2.10 | 63% |
| Returns for 1 year | 7.36 | 8.36 | 88% |
| Returns for 3 years | 22.16 | 27.53 | 80% |
| Returns for 5 years | 15.03 | 32.88 | 46% |
| Returns for 10 years | 23.88 | 88.31 | 27% |
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