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DBOZX vs VBINX
DBOZX vs VBINX Comparison
Open Charts DBOZX vs VBINX
BNY Mellon Balanced Opportunity Z
Price$25.27
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets287M
Vanguard Balanced Index I
Price$51.74
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets59.67B
DBOZX vs VBINX Comparison Chart in %
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DBOZX vs. VBINX commentary
Sep 08, 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 StrongBuy and VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 59.7B vs. DBOZX (287M). VBINX pays higher dividends than DBOZX: VBINX (1.92) vs DBOZX (1.30). 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 : 7.79 vs. DBOZX (6.43). VBINX return over 5 years is better than : 30.28 vs. DBOZX (12.01).
| 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 | 8.595 | 7.470 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 59.7B | 0% |
| Annual Yield % from dividends | 1.30 | 1.92 | 67% |
| Returns for 1 year | 6.43 | 7.79 | 82% |
| Returns for 3 years | 24.83 | 31.34 | 79% |
| Returns for 5 years | 12.01 | 30.28 | 40% |
| Returns for 10 years | 29.51 | 97.17 | 30% |
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