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DBOZX vs VBIAX
DBOZX vs VBIAX Comparison
Open Charts DBOZX vs VBIAX
BNY Mellon Balanced Opportunity Z
Price$23.20
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets270.09M
Vanguard Balanced Index Adm
Price$47.62
Change-$0.16 (-0.33%)
VolumeN/A
Net Assets54.87B
DBOZX vs VBIAX Comparison Chart
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DBOZX vs. VBIAX commentary
May 25, 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: 54.9B vs. DBOZX (270M). VBIAX pays higher dividends than DBOZX: VBIAX (2.21) vs DBOZX (1.43). DBOZX was incepted earlier than VBIAX: DBOZX (20 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 : 3.81 vs. DBOZX (0.65). VBIAX return over 5 years is better than : 32.21 vs. DBOZX (13.91).
| 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 | 20 years | 25 years | - |
| Gain YTD | -0.301 | -1.389 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 54.9B | 0% |
| Annual Yield % from dividends | 1.43 | 2.21 | 65% |
| Returns for 1 year | 0.65 | 3.81 | 17% |
| Returns for 3 years | 12.63 | 18.92 | 67% |
| Returns for 5 years | 13.91 | 32.21 | 43% |
| Returns for 10 years | 14.13 | 74.86 | 19% |
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