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DBOZX vs VBINX
DBOZX vs VBINX Comparison
Open Charts DBOZX vs VBINX
BNY Mellon Balanced Opportunity Z
Price$23.95
Change+$0.11 (+0.46%)
VolumeN/A
Net Assets288.88M
Vanguard Balanced Index I
Price$49.69
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets57.48B
DBOZX vs VBINX Comparison Chart
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DBOZX vs. VBINX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 57.5B vs. DBOZX (289M). 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). VBINX annual gain was more profitable for investors over the last year : 11.65 vs. DBOZX (9.12). VBINX return over 5 years is better than : 31.13 vs. DBOZX (7.50).
| 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 | 2.922 | 2.021 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 57.5B | 1% |
| Annual Yield % from dividends | 1.37 | 1.88 | 73% |
| Returns for 1 year | 9.12 | 11.65 | 78% |
| Returns for 3 years | 3.04 | 9.15 | 33% |
| Returns for 5 years | 7.50 | 31.13 | 24% |
| Returns for 10 years | 21.57 | 83.75 | 26% |
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