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DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$26.18
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets291.53M
Vanguard Balanced Index I
Price$53.49
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets61.72B
DBOZX vs VBAIX Comparison Chart in %
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DBOZX vs. VBAIX 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 DBOZX is a Buy and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.7B vs. DBOZX (292M). VBAIX pays higher dividends than DBOZX: VBAIX (1.99) 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 : 5.01 vs. DBOZX (3.08). VBAIX return over 5 years is better than : 27.65 vs. DBOZX (7.72).
| 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 | 11.904 | 11.002 | 108% |
| 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 | 1.99 | 63% |
| Returns for 1 year | 3.08 | 5.01 | 62% |
| Returns for 3 years | 22.83 | 32.33 | 71% |
| Returns for 5 years | 7.72 | 27.65 | 28% |
| Returns for 10 years | 28.46 | 98.64 | 29% |
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