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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$33.98
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
BNY Mellon Balanced Opportunity J
Price$23.43
Change-$0.52 (-2.17%)
VolumeN/A
CapitalizationN/A
RLBBX vs THPBX Comparison Chart
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RLBBX vs. THPBX commentary
Dec 19, 2024
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 StrongBuy and THPBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. THPBX (276M). RLBBX pays higher dividends than THPBX: RLBBX (1.58) vs THPBX (1.41). RLBBX was incepted earlier than THPBX: RLBBX (23 years) vs THPBX (38 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. THPBX (71.50). RLBBX has a lower initial minimum investment than THPBX: RLBBX (250) vs THPBX (1000). THPBX annual gain was more profitable for investors over the last year : 9.35 vs. RLBBX (8.88). RLBBX return over 5 years is better than : 25.60 vs. THPBX (4.78).
| RLBBX | THPBX | RLBBX / THPBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | 8.432 | 8.856 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 276M | 87,319% |
| Annual Yield % from dividends | 1.58 | 1.41 | 113% |
| Returns for 1 year | 8.88 | 9.35 | 95% |
| Returns for 3 years | 7.68 | -1.10 | -698% |
| Returns for 5 years | 25.60 | 4.78 | 536% |
| Returns for 10 years | 37.76 | 9.96 | 379% |