Interact to see
Advertisement
Advertisement
DBOZX vs VBINX
DBOZX vs VBINX Comparison
Open Charts DBOZX vs VBINX
BNY Mellon Balanced Opportunity Z
Price$24.50
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets280.35M
Vanguard Balanced Index I
Price$49.99
Change+$0.15 (+0.30%)
VolumeN/A
Net Assets58.27B
DBOZX vs VBINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBOZX vs. VBINX commentary
Jul 17, 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 VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.3B vs. DBOZX (280M). VBINX pays higher dividends than DBOZX: VBINX (1.98) vs DBOZX (1.33). DBOZX was incepted earlier than VBINX: DBOZX (21 years) vs VBINX (33 years). DBOZX (1.09) is less costly to investors than VBINX (0.18). DBOZX is a more actively managed with annual turnover of: 46.25 vs. VBINX (22.00). VBINX has a lower initial minimum investment than DBOZX: VBINX (0) vs DBOZX (1000). VBINX annual gain was more profitable for investors over the last year : 3.24 vs. DBOZX (1.66). VBINX return over 5 years is better than : 30.21 vs. DBOZX (12.39).
| DBOZX | VBINX | DBOZX / VBINX | |
| Total Expense Ratio | 0.97 | 0.18 | 539% |
| Annual Report Gross Expense Ratio | 1.09 | 0.18 | 606% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 5.071 | 3.523 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 58.3B | 0% |
| Annual Yield % from dividends | 1.33 | 1.98 | 67% |
| Returns for 1 year | 1.66 | 3.24 | 51% |
| Returns for 3 years | 21.85 | 26.74 | 82% |
| Returns for 5 years | 12.39 | 30.21 | 41% |
| Returns for 10 years | 19.67 | 82.27 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers