DBOZX
Price
$24.97
Change
+$0.10 (+0.40%)
Updated
Jul 25 closing price
Net Assets
285.64M
VBIAX
Price
$50.72
Change
+$0.18 (+0.36%)
Updated
Jul 25 closing price
Net Assets
58.27B
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DBOZX vs VBIAX

Header iconDBOZX vs VBIAX Comparison
Open Charts DBOZX vs VBIAXBanner chart's image
BNY Mellon Balanced Opportunity Z
Price$24.97
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets285.64M
Vanguard Balanced Index Adm
Price$50.72
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets58.27B
DBOZX vs VBIAX Comparison Chart in %
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DBOZX vs. VBIAX commentary
Jul 27, 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 VBIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.3B vs. DBOZX (286M). VBIAX pays higher dividends than DBOZX: VBIAX (2.09) vs DBOZX (1.33). 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 : 8.37 vs. DBOZX (7.36). VBIAX return over 5 years is better than : 32.88 vs. DBOZX (15.03).
DBOZXVBIAXDBOZX / VBIAX
Total Expense Ratio0.970.071,386%
Annual Report Gross Expense Ratio1.090.071,557%
Fund Existence21 years25 years-
Gain YTD7.3065.411135%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets286M58.3B0%
Annual Yield % from dividends1.332.0964%
Returns for 1 year7.368.3788%
Returns for 3 years22.1627.5181%
Returns for 5 years15.0332.8846%
Returns for 10 years23.8888.2727%
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