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DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$25.27
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets287M
Vanguard Balanced Index I
Price$51.75
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets59.67B
DBOZX vs VBAIX Comparison Chart in %
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DBOZX vs. VBAIX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.7B vs. DBOZX (287M). VBAIX pays higher dividends than DBOZX: VBAIX (2.04) vs DBOZX (1.30). 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 : 7.88 vs. DBOZX (6.43). VBAIX return over 5 years is better than : 30.67 vs. DBOZX (12.01).
| 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 | 8.595 | 7.532 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 59.7B | 0% |
| Annual Yield % from dividends | 1.30 | 2.04 | 64% |
| Returns for 1 year | 6.43 | 7.88 | 82% |
| Returns for 3 years | 24.83 | 31.62 | 79% |
| Returns for 5 years | 12.01 | 30.67 | 39% |
| Returns for 10 years | 29.51 | 98.43 | 30% |
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