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DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$25.69
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets290.4M
Vanguard Balanced Index I
Price$52.67
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets59.67B
DBOZX vs VBAIX Comparison Chart in %
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DBOZX vs. VBAIX commentary
Oct 06, 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: 59.7B vs. DBOZX (290M). VBAIX pays higher dividends than DBOZX: VBAIX (2.03) vs DBOZX (1.28). 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 : 8.04 vs. DBOZX (5.77). VBAIX return over 5 years is better than : 34.98 vs. DBOZX (15.01).
| 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 | 10.400 | 9.834 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 59.7B | 0% |
| Annual Yield % from dividends | 1.28 | 2.03 | 63% |
| Returns for 1 year | 5.77 | 8.04 | 72% |
| Returns for 3 years | 28.59 | 38.07 | 75% |
| Returns for 5 years | 15.01 | 34.98 | 43% |
| Returns for 10 years | 31.73 | 102.38 | 31% |
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