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DBOCX vs VBIAX
DBOCX vs VBIAX Comparison
Open Charts DBOCX vs VBIAX
BNY Mellon Balanced Opportunity C
Price$24.54
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets291.09M
Vanguard Balanced Index Adm
Price$52.25
Change+$0.14 (+0.27%)
VolumeN/A
Net Assets61.86B
DBOCX vs VBIAX Comparison Chart in %
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DBOCX vs. VBIAX commentary
Dec 26, 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 DBOCX is a Buy and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.9B vs. DBOCX (291M). VBIAX pays higher dividends than DBOCX: VBIAX (1.98) vs DBOCX (0.39). DBOCX was incepted earlier than VBIAX: DBOCX (22 years) vs VBIAX (25 years). DBOCX (2.03) is less costly to investors than VBIAX (0.07). DBOCX is a more actively managed with annual turnover of: 46.25 vs. VBIAX (22.00). DBOCX has a lower initial minimum investment than VBIAX: DBOCX (1000) vs VBIAX (3000). VBIAX annual gain was more profitable for investors over the last year : 4.31 vs. DBOCX (3.68). VBIAX return over 5 years is better than : 23.58 vs. DBOCX (0.75).
| DBOCX | VBIAX | DBOCX / VBIAX | |
| Total Expense Ratio | 1.90 | 0.07 | 2,714% |
| Annual Report Gross Expense Ratio | 2.03 | 0.07 | 2,900% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 5.006 | 8.976 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 61.9B | 0% |
| Annual Yield % from dividends | 0.39 | 1.98 | 20% |
| Returns for 1 year | 3.68 | 4.31 | 85% |
| Returns for 3 years | 23.81 | 35.20 | 68% |
| Returns for 5 years | 0.75 | 23.58 | 3% |
| Returns for 10 years | 18.69 | 97.36 | 19% |
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