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DBOZX vs VBINX
DBOZX vs VBINX Comparison
Open Charts DBOZX vs VBINX
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 VBINX Comparison Chart in %
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DBOZX vs. VBINX 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 VBINX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.2B vs. DBOZX (293M). VBINX pays higher dividends than DBOZX: VBINX (1.97) vs DBOZX (1.38). DBOZX was incepted earlier than VBINX: DBOZX (21 years) vs VBINX (33 years). DBOZX (1.09) is less costly to investors than VBINX (0.18). DBOZX is a more actively managed with annual turnover of: 46.25 vs. VBINX (22.00). VBINX has a lower initial minimum investment than DBOZX: VBINX (0) vs DBOZX (1000). VBINX annual gain was more profitable for investors over the last year : 9.57 vs. DBOZX (6.33). VBINX return over 5 years is better than : 23.58 vs. DBOZX (2.46).
| DBOZX | VBINX | DBOZX / VBINX | |
| Total Expense Ratio | 0.97 | 0.18 | 539% |
| Annual Report Gross Expense Ratio | 1.09 | 0.18 | 606% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 1.568 | 1.390 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 61.2B | 0% |
| Annual Yield % from dividends | 1.38 | 1.97 | 70% |
| Returns for 1 year | 6.33 | 9.57 | 66% |
| Returns for 3 years | 25.04 | 34.69 | 72% |
| Returns for 5 years | 2.46 | 23.58 | 10% |
| Returns for 10 years | 39.13 | 105.12 | 37% |
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