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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
BNY Mellon Balanced Opportunity J
Price$23.89
Change-$0.30 (-1.24%)
VolumeN/A
Net Assets284.69M
RLBBX vs THPBX Comparison Chart
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RLBBX vs. THPBX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. THPBX (285M). RLBBX pays higher dividends than THPBX: RLBBX (1.58) vs THPBX (1.41). RLBBX was incepted earlier than THPBX: RLBBX (23 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 : 8.38 vs. THPBX (5.82). RLBBX return over 5 years is better than : 26.03 vs. THPBX (4.35).
| RLBBX | THPBX | RLBBX / THPBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | 2.761 | 1.746 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 285M | 84,912% |
| Annual Yield % from dividends | 1.58 | 1.41 | 113% |
| Returns for 1 year | 8.38 | 5.82 | 144% |
| Returns for 3 years | 15.67 | 4.68 | 335% |
| Returns for 5 years | 26.03 | 4.35 | 598% |
| Returns for 10 years | 46.57 | 16.56 | 281% |
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