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DBOZX vs VBAIX
DBOZX vs VBAIX Comparison
Open Charts DBOZX vs VBAIX
BNY Mellon Balanced Opportunity Z
Price$25.59
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets288.87M
Vanguard Balanced Index I
Price$52.56
Change+$0.12 (+0.23%)
VolumeN/A
Net Assets60.99B
DBOZX vs VBAIX Comparison Chart in %
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DBOZX vs. VBAIX commentary
Oct 20, 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: 61B vs. DBOZX (289M). VBAIX pays higher dividends than DBOZX: VBAIX (2.03) vs DBOZX (1.28). 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 : 6.48 vs. DBOZX (4.16). VBAIX return over 5 years is better than : 31.29 vs. DBOZX (11.18).
| 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 | 9.970 | 9.605 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 61B | 0% |
| Annual Yield % from dividends | 1.28 | 2.03 | 63% |
| Returns for 1 year | 4.16 | 6.48 | 64% |
| Returns for 3 years | 30.87 | 40.54 | 76% |
| Returns for 5 years | 11.18 | 31.29 | 36% |
| Returns for 10 years | 29.02 | 99.01 | 29% |
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