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DBOAX vs VBAIX
DBOAX vs VBAIX Comparison
Open Charts DBOAX vs VBAIX
BNY Mellon Balanced Opportunity A
Price$24.66
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets291.09M
Vanguard Balanced Index I
Price$52.26
Change+$0.14 (+0.27%)
VolumeN/A
Net Assets61.86B
DBOAX vs VBAIX Comparison Chart in %
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DBOAX vs. VBAIX commentary
Dec 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 DBOAX is a Buy and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.9B vs. DBOAX (291M). VBAIX pays higher dividends than DBOAX: VBAIX (1.99) vs DBOAX (1.07). DBOAX was incepted earlier than VBAIX: DBOAX (22 years) vs VBAIX (25 years). DBOAX (1.26) is less costly to investors than VBAIX (0.06). DBOAX is a more actively managed with annual turnover of: 46.25 vs. VBAIX (22.00). DBOAX has a lower initial minimum investment than VBAIX: DBOAX (1000) vs VBAIX (5000000). VBAIX annual gain was more profitable for investors over the last year : 4.31 vs. DBOAX (3.70). VBAIX return over 5 years is better than : 23.61 vs. DBOAX (2.46).
| DBOAX | VBAIX | DBOAX / VBAIX | |
| Total Expense Ratio | 1.15 | 0.06 | 1,917% |
| Annual Report Gross Expense Ratio | 1.26 | 0.06 | 2,100% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 4.981 | 8.979 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 61.9B | 0% |
| Annual Yield % from dividends | 1.07 | 1.99 | 54% |
| Returns for 1 year | 3.70 | 4.31 | 86% |
| Returns for 3 years | 24.84 | 35.22 | 71% |
| Returns for 5 years | 2.46 | 23.61 | 10% |
| Returns for 10 years | 22.16 | 97.43 | 23% |
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