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DBOZX vs VBIAX
DBOZX vs VBIAX Comparison
Open Charts DBOZX vs VBIAX
BNY Mellon Balanced Opportunity Z
Price$21.89
Change+$0.24 (+1.11%)
VolumeN/A
Net Assets255.84M
Vanguard Balanced Index Adm
Price$45.12
Change+$0.44 (+0.98%)
VolumeN/A
Net Assets55.53B
DBOZX vs VBIAX Comparison Chart
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DBOZX vs. VBIAX commentary
Apr 12, 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: 55.5B vs. DBOZX (256M). VBIAX pays higher dividends than DBOZX: VBIAX (2.21) vs DBOZX (1.43). DBOZX was incepted earlier than VBIAX: DBOZX (20 years) vs VBIAX (24 years). DBOZX (1.12) is less costly to investors than VBIAX (0.07). DBOZX is a more actively managed with annual turnover of: 46.25 vs. VBIAX (19.00). 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 : -1.46 vs. DBOZX (-5.01). VBIAX return over 5 years is better than : 29.98 vs. DBOZX (10.35).
| DBOZX | VBIAX | DBOZX / VBIAX | |
| Total Expense Ratio | 0.98 | 0.07 | 1,400% |
| Annual Report Gross Expense Ratio | 1.12 | 0.07 | 1,600% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -6.962 | -7.477 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256M | 55.5B | 0% |
| Annual Yield % from dividends | 1.43 | 2.21 | 65% |
| Returns for 1 year | -5.01 | -1.46 | 343% |
| Returns for 3 years | -3.99 | 3.81 | -105% |
| Returns for 5 years | 10.35 | 29.98 | 35% |
| Returns for 10 years | 6.16 | 63.52 | 10% |
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