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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$38.34
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
BNY Mellon Balanced Opportunity J
Price$25.78
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets286.19M
RLBBX vs THPBX Comparison Chart in %
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RLBBX vs. THPBX commentary
Nov 19, 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: 264B vs. THPBX (286M). THPBX pays higher dividends than RLBBX: THPBX (1.30) vs RLBBX (1.09). RLBBX was incepted earlier than THPBX: RLBBX (24 years) vs THPBX (39 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 : 7.99 vs. THPBX (3.87). RLBBX return over 5 years is better than : 33.81 vs. THPBX (8.50).
| RLBBX | THPBX | RLBBX / THPBX | |
| Total Expense Ratio | 1.32 | 0.90 | 147% |
| Annual Report Gross Expense Ratio | 1.32 | 1.01 | 131% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 12.995 | 10.179 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 286M | 92,308% |
| Annual Yield % from dividends | 1.09 | 1.30 | 84% |
| Returns for 1 year | 7.99 | 3.87 | 207% |
| Returns for 3 years | 37.73 | 24.52 | 154% |
| Returns for 5 years | 33.81 | 8.50 | 398% |
| Returns for 10 years | 63.05 | 27.51 | 229% |
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