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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$38.64
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
BNY Mellon Balanced Opportunity J
Price$25.93
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets290.4M
RLBBX vs THPBX Comparison Chart in %
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RLBBX vs. THPBX commentary
Oct 06, 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 RLBBX is a Buy and THPBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. THPBX (290M). THPBX pays higher dividends than RLBBX: THPBX (1.32) vs RLBBX (1.11). RLBBX was incepted earlier than THPBX: RLBBX (23 years) vs THPBX (39 years). RLBBX (1.32) is less costly to investors than THPBX (1.01). THPBX (46.25) and RLBBX (44.00) have comparable annual turnover. RLBBX has a lower initial minimum investment than THPBX: RLBBX (250) vs THPBX (1000). RLBBX annual gain was more profitable for investors over the last year : 9.02 vs. THPBX (5.84). RLBBX return over 5 years is better than : 40.55 vs. THPBX (15.56).
| RLBBX | THPBX | RLBBX / THPBX | |
| Total Expense Ratio | 1.32 | 0.90 | 147% |
| Annual Report Gross Expense Ratio | 1.32 | 1.01 | 131% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 13.879 | 10.434 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 290M | 91,724% |
| Annual Yield % from dividends | 1.11 | 1.32 | 83% |
| Returns for 1 year | 9.02 | 5.84 | 154% |
| Returns for 3 years | 44.22 | 28.84 | 153% |
| Returns for 5 years | 40.55 | 15.56 | 261% |
| Returns for 10 years | 70.69 | 32.70 | 216% |
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