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DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$26.13
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets292.32M
Vanguard Balanced Index I
Price$53.37
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets61.72B
DBOZX vs VBAIX Comparison Chart in %
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DBOZX vs. VBAIX commentary
Nov 14, 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 Hold and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.7B vs. DBOZX (292M). VBAIX pays higher dividends than DBOZX: VBAIX (2.00) vs DBOZX (1.25). DBOZX was incepted earlier than VBAIX: DBOZX (21 years) vs VBAIX (25 years). DBOZX (1.09) is less costly to investors than VBAIX (0.06). DBOZX is a more actively managed with annual turnover of: 46.25 vs. VBAIX (22.00). DBOZX has a lower initial minimum investment than VBAIX: DBOZX (1000) vs VBAIX (5000000). VBAIX annual gain was more profitable for investors over the last year : 6.76 vs. DBOZX (4.84). VBAIX return over 5 years is better than : 30.84 vs. DBOZX (11.04).
| DBOZX | VBAIX | DBOZX / VBAIX | |
| Total Expense Ratio | 0.97 | 0.06 | 1,617% |
| Annual Report Gross Expense Ratio | 1.09 | 0.06 | 1,817% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 12.290 | 11.294 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 61.7B | 0% |
| Annual Yield % from dividends | 1.25 | 2.00 | 63% |
| Returns for 1 year | 4.84 | 6.76 | 72% |
| Returns for 3 years | 25.89 | 35.89 | 72% |
| Returns for 5 years | 11.04 | 30.84 | 36% |
| Returns for 10 years | 31.56 | 103.32 | 31% |
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