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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
BNY Mellon Balanced Opportunity J
Price$22.39
Change-$0.70 (-3.03%)
VolumeN/A
Net Assets271.66M
RLBBX vs THPBX Comparison Chart
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RLBBX vs. THPBX commentary
Apr 04, 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 Hold and THPBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. THPBX (272M). THPBX pays higher dividends than RLBBX: THPBX (1.49) vs RLBBX (1.27). RLBBX was incepted earlier than THPBX: RLBBX (23 years) vs THPBX (38 years). RLBBX (1.33) is less costly to investors than THPBX (1.04). RLBBX is a more actively managed with annual turnover of: 171.00 vs. THPBX (46.25). 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 : 0.60 vs. THPBX (-0.05). RLBBX return over 5 years is better than : 41.66 vs. THPBX (27.52).
| RLBBX | THPBX | RLBBX / THPBX | |
| Total Expense Ratio | 1.33 | 0.90 | 148% |
| Annual Report Gross Expense Ratio | 1.33 | 1.04 | 128% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | -2.343 | -1.661 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 272M | 86,397% |
| Annual Yield % from dividends | 1.27 | 1.49 | 86% |
| Returns for 1 year | 0.60 | -0.05 | -1,143% |
| Returns for 3 years | 7.26 | -2.16 | -335% |
| Returns for 5 years | 41.66 | 27.52 | 151% |
| Returns for 10 years | 41.83 | 13.44 | 311% |
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