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DBOZX vs VBINX
DBOZX vs VBINX Comparison
Open Charts DBOZX vs VBINX
BNY Mellon Balanced Opportunity Z
Price$23.20
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets270.09M
Vanguard Balanced Index I
Price$47.62
Change-$0.16 (-0.33%)
VolumeN/A
Net Assets54.87B
DBOZX vs VBINX Comparison Chart
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DBOZX vs. VBINX commentary
May 25, 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: 54.9B vs. DBOZX (270M). VBINX pays higher dividends than DBOZX: VBINX (2.09) vs DBOZX (1.43). DBOZX was incepted earlier than VBINX: DBOZX (20 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 : 3.73 vs. DBOZX (0.65). VBINX return over 5 years is better than : 31.82 vs. DBOZX (13.91).
| DBOZX | VBINX | DBOZX / VBINX | |
| Total Expense Ratio | 0.97 | 0.18 | 539% |
| Annual Report Gross Expense Ratio | 1.09 | 0.18 | 606% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -0.301 | -1.427 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 54.9B | 0% |
| Annual Yield % from dividends | 1.43 | 2.09 | 68% |
| Returns for 1 year | 0.65 | 3.73 | 17% |
| Returns for 3 years | 12.63 | 18.69 | 68% |
| Returns for 5 years | 13.91 | 31.82 | 44% |
| Returns for 10 years | 14.13 | 73.82 | 19% |
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