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DBOZX vs VBINX
DBOZX vs VBINX Comparison
Open Charts DBOZX vs VBINX
BNY Mellon Balanced Opportunity Z
Price$25.53
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets286.19M
Vanguard Balanced Index I
Price$52.16
Change-$0.21 (-0.40%)
VolumeN/A
Net Assets61.72B
DBOZX vs VBINX Comparison Chart in %
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DBOZX vs. VBINX commentary
Nov 20, 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 VBINX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.7B vs. DBOZX (286M). VBINX pays higher dividends than DBOZX: VBINX (1.89) vs DBOZX (1.25). 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 : 5.76 vs. DBOZX (3.74). VBINX return over 5 years is better than : 27.36 vs. DBOZX (7.98).
| 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 | 10.099 | 9.145 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 61.7B | 0% |
| Annual Yield % from dividends | 1.25 | 1.89 | 66% |
| Returns for 1 year | 3.74 | 5.76 | 65% |
| Returns for 3 years | 24.20 | 33.48 | 72% |
| Returns for 5 years | 7.98 | 27.36 | 29% |
| Returns for 10 years | 26.57 | 94.49 | 28% |
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