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DBOZX vs VBINX
DBOZX vs VBINX Comparison
Open Charts DBOZX vs VBINX
BNY Mellon Balanced Opportunity Z
Price$23.22
Change-$0.52 (-2.19%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.05
Change-$1.12 (-2.19%)
VolumeN/A
CapitalizationN/A
DBOZX vs VBINX Comparison Chart
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DBOZX vs. VBINX 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 VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 59.3B vs. DBOZX (276M). VBINX pays higher dividends than DBOZX: VBINX (1.88) vs DBOZX (1.37). DBOZX was incepted earlier than VBINX: DBOZX (20 years) vs VBINX (32 years). DBOZX is a more actively managed with annual turnover of: 71.50 vs. VBINX (19.00). VBINX has a lower initial minimum investment than DBOZX: VBINX (0) vs DBOZX (1000). DBOZX annual gain was more profitable for investors over the last year : 17.28 vs. VBINX (14.18). VBINX return over 5 years is better than : 36.38 vs. DBOZX (11.93).
| DBOZX | VBINX | DBOZX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 16.166 | 15.824 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 59.3B | 0% |
| Annual Yield % from dividends | 1.37 | 1.88 | 73% |
| Returns for 1 year | 17.28 | 14.18 | 122% |
| Returns for 3 years | 5.41 | 7.63 | 71% |
| Returns for 5 years | 11.93 | 36.38 | 33% |
| Returns for 10 years | 16.63 | 89.11 | 19% |
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