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DBOZX vs VBIAX
DBOZX vs VBIAX Comparison
Open Charts DBOZX vs VBIAX
BNY Mellon Balanced Opportunity Z
Price$23.78
Change-$0.20 (-0.83%)
VolumeN/A
Net Assets275.46M
Vanguard Balanced Index Adm
Price$48.70
Change-$0.42 (-0.86%)
VolumeN/A
Net Assets56.6B
DBOZX vs VBIAX Comparison Chart
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DBOZX vs. VBIAX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 56.6B vs. DBOZX (275M). VBIAX pays higher dividends than DBOZX: VBIAX (2.14) vs DBOZX (1.38). 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 : 3.75 vs. DBOZX (1.29). VBIAX return over 5 years is better than : 32.38 vs. DBOZX (13.93).
| 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 | 2.192 | 0.847 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 56.6B | 0% |
| Annual Yield % from dividends | 1.38 | 2.14 | 65% |
| Returns for 1 year | 1.29 | 3.75 | 34% |
| Returns for 3 years | 20.82 | 27.45 | 76% |
| Returns for 5 years | 13.93 | 32.38 | 43% |
| Returns for 10 years | 16.71 | 79.42 | 21% |
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