Interact to see
Advertisement
Advertisement
DBOZX vs VBIAX
DBOZX vs VBIAX Comparison
Open Charts DBOZX vs VBIAX
BNY Mellon Balanced Opportunity Z
Price$25.59
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets288.87M
Vanguard Balanced Index Adm
Price$52.55
Change+$0.12 (+0.23%)
VolumeN/A
Net Assets60.99B
DBOZX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DBOZX vs. VBIAX 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 VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61B vs. DBOZX (289M). VBIAX pays higher dividends than DBOZX: VBIAX (2.02) vs DBOZX (1.28). DBOZX was incepted earlier than VBIAX: DBOZX (21 years) vs VBIAX (25 years). DBOZX (1.09) is less costly to investors than VBIAX (0.07). DBOZX is a more actively managed with annual turnover of: 46.25 vs. VBIAX (22.00). DBOZX has a lower initial minimum investment than VBIAX: DBOZX (1000) vs VBIAX (3000). VBIAX annual gain was more profitable for investors over the last year : 6.48 vs. DBOZX (4.16). VBIAX return over 5 years is better than : 31.23 vs. DBOZX (11.18).
| DBOZX | VBIAX | DBOZX / VBIAX | |
| Total Expense Ratio | 0.97 | 0.07 | 1,386% |
| Annual Report Gross Expense Ratio | 1.09 | 0.07 | 1,557% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 9.970 | 9.601 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 61B | 0% |
| Annual Yield % from dividends | 1.28 | 2.02 | 63% |
| Returns for 1 year | 4.16 | 6.48 | 64% |
| Returns for 3 years | 30.87 | 40.53 | 76% |
| Returns for 5 years | 11.18 | 31.23 | 36% |
| Returns for 10 years | 29.02 | 98.86 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VFTAX | 63.89 | 0.36 | +0.57% |
| Vanguard FTSE Social Index Admiral | |||
| GARIX | 22.48 | 0.09 | +0.40% |
| Gotham Absolute Return Institutional | |||
| MNOSX | 36.63 | 0.14 | +0.38% |
| Manning & Napier Overseas Series S | |||
| PNSCX | 65.18 | -0.22 | -0.34% |
| Putnam Small Cap Growth C | |||
| GGSOX | 16.24 | -0.08 | -0.49% |
| Grandeur Peak Global Stalwarts Investor | |||