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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
BNY Mellon Balanced Opportunity J
Price$22.64
Change+$0.36 (+1.62%)
VolumeN/A
Net Assets259.94M
RLBBX vs THPBX Comparison Chart
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RLBBX vs. THPBX commentary
Apr 25, 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: 227B vs. THPBX (260M). 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 : 3.40 vs. THPBX (-1.40). RLBBX return over 5 years is better than : 31.54 vs. THPBX (12.62).
| 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 | -1.755 | -5.111 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 260M | 87,308% |
| Annual Yield % from dividends | 1.27 | 1.49 | 86% |
| Returns for 1 year | 3.40 | -1.40 | -243% |
| Returns for 3 years | 12.44 | 0.84 | 1,480% |
| Returns for 5 years | 31.54 | 12.62 | 250% |
| Returns for 10 years | 41.09 | 9.46 | 434% |
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