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DBOCX vs VBIAX
DBOCX vs VBIAX Comparison
Open Charts DBOCX vs VBIAX
BNY Mellon Balanced Opportunity C
Price$26.07
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets291.53M
Vanguard Balanced Index Adm
Price$53.48
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets61.72B
DBOCX vs VBIAX Comparison Chart in %
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DBOCX vs. VBIAX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.7B vs. DBOCX (292M). 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 : 5.00 vs. DBOCX (2.51). VBIAX return over 5 years is better than : 27.59 vs. DBOCX (4.83).
| 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 | 10.954 | 10.999 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 61.7B | 0% |
| Annual Yield % from dividends | 0.39 | 1.98 | 20% |
| Returns for 1 year | 2.51 | 5.00 | 50% |
| Returns for 3 years | 21.72 | 32.31 | 67% |
| Returns for 5 years | 4.83 | 27.59 | 17% |
| Returns for 10 years | 23.18 | 98.49 | 24% |
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