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DBOZX vs VBIAX
DBOZX vs VBIAX Comparison
Open Charts DBOZX vs VBIAX
BNY Mellon Balanced Opportunity Z
Price$25.08
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets287.47M
Vanguard Balanced Index Adm
Price$51.15
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets58.79B
DBOZX vs VBIAX Comparison Chart in %
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DBOZX vs. VBIAX commentary
Aug 16, 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 VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.8B vs. DBOZX (287M). VBIAX pays higher dividends than DBOZX: VBIAX (2.06) vs DBOZX (1.32). DBOZX was incepted earlier than VBIAX: DBOZX (21 years) vs VBIAX (25 years). DBOZX (1.09) is less costly to investors than VBIAX (0.07). DBOZX is a more actively managed with annual turnover of: 46.25 vs. VBIAX (22.00). DBOZX has a lower initial minimum investment than VBIAX: DBOZX (1000) vs VBIAX (3000). VBIAX annual gain was more profitable for investors over the last year : 7.11 vs. DBOZX (5.75). VBIAX return over 5 years is better than : 30.62 vs. DBOZX (12.16).
| DBOZX | VBIAX | DBOZX / VBIAX | |
| Total Expense Ratio | 0.97 | 0.07 | 1,386% |
| Annual Report Gross Expense Ratio | 1.09 | 0.07 | 1,557% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 7.950 | 6.533 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 58.8B | 0% |
| Annual Yield % from dividends | 1.32 | 2.06 | 64% |
| Returns for 1 year | 5.75 | 7.11 | 81% |
| Returns for 3 years | 15.38 | 21.20 | 73% |
| Returns for 5 years | 12.16 | 30.62 | 40% |
| Returns for 10 years | 23.58 | 89.64 | 26% |
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