Interact to see
Advertisement
Advertisement
RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$36.12
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
BNY Mellon Balanced Opportunity J
Price$24.55
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets278.63M
RLBBX vs THPBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBBX vs. THPBX commentary
Jun 27, 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: 248B vs. THPBX (279M). THPBX pays higher dividends than RLBBX: THPBX (1.43) vs RLBBX (1.23). RLBBX was incepted earlier than THPBX: RLBBX (23 years) vs THPBX (38 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 : 6.56 vs. THPBX (2.92). RLBBX return over 5 years is better than : 38.27 vs. THPBX (17.36).
| 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 | 38 years | - |
| Gain YTD | 6.349 | 3.876 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 279M | 88,889% |
| Annual Yield % from dividends | 1.23 | 1.43 | 86% |
| Returns for 1 year | 6.56 | 2.92 | 224% |
| Returns for 3 years | 30.12 | 19.38 | 155% |
| Returns for 5 years | 38.27 | 17.36 | 220% |
| Returns for 10 years | 56.73 | 21.18 | 268% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement