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DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$24.66
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets283.35M
Vanguard Balanced Index I
Price$50.17
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
DBOZX vs VBAIX Comparison Chart in %
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DBOZX vs. VBAIX commentary
Jul 05, 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: 56.6B vs. DBOZX (283M). 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 : 6.51 vs. DBOZX (4.47). VBAIX return over 5 years is better than : 34.28 vs. DBOZX (16.31).
| 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 | 5.973 | 4.249 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 56.6B | 1% |
| Annual Yield % from dividends | 1.33 | 2.10 | 63% |
| Returns for 1 year | 4.47 | 6.51 | 69% |
| Returns for 3 years | 22.83 | 28.54 | 80% |
| Returns for 5 years | 16.31 | 34.28 | 48% |
| Returns for 10 years | 22.63 | 87.33 | 26% |
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