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DBOCX vs VBIAX
DBOCX vs VBIAX Comparison
Open Charts DBOCX vs VBIAX
BNY Mellon Balanced Opportunity C
Price$24.71
Change-$0.95 (-3.70%)
VolumeN/A
Net Assets291.78M
Vanguard Balanced Index Adm
Price$52.26
Change-$0.46 (-0.87%)
VolumeN/A
Net Assets61.23B
DBOCX vs VBIAX Comparison Chart in %
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DBOCX vs. VBIAX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.2B vs. DBOCX (292M). VBIAX pays higher dividends than DBOCX: VBIAX (2.05) vs DBOCX (0.43). 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 : 7.60 vs. DBOCX (4.37). VBIAX return over 5 years is better than : 22.00 vs. DBOCX (-1.45).
| 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 | 1.520 | 0.888 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 61.2B | 0% |
| Annual Yield % from dividends | 0.43 | 2.05 | 21% |
| Returns for 1 year | 4.37 | 7.60 | 57% |
| Returns for 3 years | 17.60 | 28.83 | 61% |
| Returns for 5 years | -1.45 | 22.00 | -7% |
| Returns for 10 years | 35.35 | 108.75 | 33% |
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