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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$35.49
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
BNY Mellon Balanced Opportunity J
Price$24.01
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets275.31M
RLBBX vs THPBX Comparison Chart
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RLBBX vs. THPBX commentary
Jun 07, 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: 243B vs. THPBX (275M). 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 : 6.30 vs. THPBX (1.66). RLBBX return over 5 years is better than : 30.57 vs. THPBX (9.88).
| 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 | 4.362 | 1.874 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 275M | 88,364% |
| Annual Yield % from dividends | 1.23 | 1.43 | 86% |
| Returns for 1 year | 6.30 | 1.66 | 378% |
| Returns for 3 years | 20.03 | 10.53 | 190% |
| Returns for 5 years | 30.57 | 9.88 | 309% |
| Returns for 10 years | 52.73 | 18.07 | 292% |
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