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DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$24.81
Change-$0.23 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.05
Change-$0.41 (-0.81%)
VolumeN/A
CapitalizationN/A
DBOZX vs VBAIX Comparison Chart
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DBOZX vs. VBAIX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 57.2B vs. DBOZX (290M). 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 : 17.79 vs. DBOZX (14.58). VBAIX return over 5 years is better than : 36.28 vs. DBOZX (10.81).
| 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 | 12.721 | 13.353 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 57.2B | 1% |
| Annual Yield % from dividends | 1.37 | 1.99 | 69% |
| Returns for 1 year | 14.58 | 17.79 | 82% |
| Returns for 3 years | -10.54 | 3.73 | -283% |
| Returns for 5 years | 10.81 | 36.28 | 30% |
| Returns for 10 years | 14.57 | 87.84 | 17% |
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