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DBOZX vs VBIAX
DBOZX vs VBIAX Comparison
Open Charts DBOZX vs VBIAX
BNY Mellon Balanced Opportunity Z
Price$23.22
Change-$0.52 (-2.19%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.06
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
DBOZX vs VBIAX Comparison Chart
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DBOZX vs. VBIAX commentary
Dec 19, 2024
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: 59.3B vs. DBOZX (276M). VBIAX pays higher dividends than DBOZX: VBIAX (1.98) vs DBOZX (1.37). DBOZX was incepted earlier than VBIAX: DBOZX (20 years) vs VBIAX (24 years). DBOZX is a more actively managed with annual turnover of: 71.50 vs. VBIAX (19.00). DBOZX has a lower initial minimum investment than VBIAX: DBOZX (1000) vs VBIAX (3000). DBOZX annual gain was more profitable for investors over the last year : 17.28 vs. VBIAX (14.26). VBIAX return over 5 years is better than : 36.75 vs. DBOZX (11.93).
| DBOZX | VBIAX | DBOZX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 16.166 | 15.911 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 59.3B | 0% |
| Annual Yield % from dividends | 1.37 | 1.98 | 69% |
| Returns for 1 year | 17.28 | 14.26 | 121% |
| Returns for 3 years | 5.41 | 7.81 | 69% |
| Returns for 5 years | 11.93 | 36.75 | 32% |
| Returns for 10 years | 16.63 | 90.21 | 18% |
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