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DBOZX vs VBINX
DBOZX vs VBINX Comparison
Open Charts DBOZX vs VBINX
BNY Mellon Balanced Opportunity Z
Price$21.89
Change+$0.24 (+1.11%)
VolumeN/A
Net Assets255.84M
Vanguard Balanced Index I
Price$45.13
Change+$0.44 (+0.98%)
VolumeN/A
Net Assets55.53B
DBOZX vs VBINX Comparison Chart
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DBOZX vs. VBINX commentary
Apr 12, 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: 55.5B vs. DBOZX (256M). VBINX pays higher dividends than DBOZX: VBINX (2.09) vs DBOZX (1.43). DBOZX was incepted earlier than VBINX: DBOZX (20 years) vs VBINX (32 years). DBOZX (1.12) is less costly to investors than VBINX (0.18). DBOZX is a more actively managed with annual turnover of: 46.25 vs. VBINX (19.00). 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 : -1.53 vs. DBOZX (-5.01). VBINX return over 5 years is better than : 29.62 vs. DBOZX (10.35).
| DBOZX | VBINX | DBOZX / VBINX | |
| Total Expense Ratio | 0.98 | 0.18 | 544% |
| Annual Report Gross Expense Ratio | 1.12 | 0.18 | 622% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | -6.962 | -7.492 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256M | 55.5B | 0% |
| Annual Yield % from dividends | 1.43 | 2.09 | 68% |
| Returns for 1 year | -5.01 | -1.53 | 327% |
| Returns for 3 years | -3.99 | 3.63 | -110% |
| Returns for 5 years | 10.35 | 29.62 | 35% |
| Returns for 10 years | 6.16 | 62.64 | 10% |
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