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DBOZX vs VBINX
DBOZX vs VBINX Comparison
Open Charts DBOZX vs VBINX
BNY Mellon Balanced Opportunity Z
Price$25.08
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets287.47M
Vanguard Balanced Index I
Price$51.15
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets58.79B
DBOZX vs VBINX Comparison Chart in %
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DBOZX vs. VBINX commentary
Aug 16, 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: 58.8B vs. DBOZX (287M). VBINX pays higher dividends than DBOZX: VBINX (1.96) vs DBOZX (1.32). 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 : 7.03 vs. DBOZX (5.75). VBINX return over 5 years is better than : 30.23 vs. DBOZX (12.16).
| 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 | 7.950 | 6.473 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 58.8B | 0% |
| Annual Yield % from dividends | 1.32 | 1.96 | 67% |
| Returns for 1 year | 5.75 | 7.03 | 82% |
| Returns for 3 years | 15.38 | 20.99 | 73% |
| Returns for 5 years | 12.16 | 30.23 | 40% |
| Returns for 10 years | 23.58 | 88.58 | 27% |
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