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DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$24.61
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets292.84M
Vanguard Balanced Index I
Price$52.53
Change+$0.25 (+0.48%)
VolumeN/A
Net Assets61.23B
DBOZX vs VBAIX Comparison Chart in %
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DBOZX vs. VBAIX commentary
Jan 13, 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 DBOZX is a Buy and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.2B vs. DBOZX (293M). VBAIX pays higher dividends than DBOZX: VBAIX (2.08) vs DBOZX (1.38). 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 : 9.66 vs. DBOZX (6.33). VBAIX return over 5 years is better than : 23.98 vs. DBOZX (2.46).
| 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 | 1.568 | 1.390 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 61.2B | 0% |
| Annual Yield % from dividends | 1.38 | 2.08 | 66% |
| Returns for 1 year | 6.33 | 9.66 | 66% |
| Returns for 3 years | 25.04 | 34.99 | 72% |
| Returns for 5 years | 2.46 | 23.98 | 10% |
| Returns for 10 years | 39.13 | 106.46 | 37% |
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