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DBOZX vs VBIAX
DBOZX vs VBIAX Comparison
Open Charts DBOZX vs VBIAX
BNY Mellon Balanced Opportunity Z
Price$23.72
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets289.19M
Vanguard Balanced Index Adm
Price$49.14
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
DBOZX vs VBIAX Comparison Chart
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DBOZX vs. VBIAX commentary
Jan 19, 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 Hold and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.5B vs. DBOZX (289M). 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). VBIAX annual gain was more profitable for investors over the last year : 12.42 vs. DBOZX (9.60). VBIAX return over 5 years is better than : 28.95 vs. DBOZX (3.75).
| 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 | 1.934 | 1.361 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 57.5B | 1% |
| Annual Yield % from dividends | 1.37 | 1.98 | 69% |
| Returns for 1 year | 9.60 | 12.42 | 77% |
| Returns for 3 years | 0.94 | 7.75 | 12% |
| Returns for 5 years | 3.75 | 28.95 | 13% |
| Returns for 10 years | 21.22 | 84.29 | 25% |
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