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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$35.83
Change+$0.38 (+1.07%)
VolumeN/A
CapitalizationN/A
BNY Mellon Balanced Opportunity J
Price$24.81
Change+$0.29 (+1.18%)
VolumeN/A
CapitalizationN/A
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RLBBX vs THPBX Comparison Chart
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RLBBX vs. THPBX commentary
Sep 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 234B vs. THPBX (289M). RLBBX pays higher dividends than THPBX: RLBBX (1.58) vs THPBX (1.41). RLBBX was incepted earlier than THPBX: RLBBX (22 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). RLBBX annual gain was more profitable for investors over the last year : 20.06 vs. THPBX (12.85). RLBBX return over 5 years is better than : 33.45 vs. THPBX (11.87).
| RLBBX | THPBX | RLBBX / THPBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 38 years | - |
| Gain YTD | 12.143 | 10.500 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 289M | 80,969% |
| Annual Yield % from dividends | 1.58 | 1.41 | 113% |
| Returns for 1 year | 20.06 | 12.85 | 156% |
| Returns for 3 years | 10.53 | -8.82 | -119% |
| Returns for 5 years | 33.45 | 11.87 | 282% |
| Returns for 10 years | 44.86 | 13.84 | 324% |