Interact to see
Advertisement
Advertisement
RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
BNY Mellon Balanced Opportunity J
Price$25.64
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets287.44M
RLBBX vs THPBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBBX vs. THPBX commentary
Sep 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 262B vs. THPBX (287M). THPBX pays higher dividends than RLBBX: THPBX (1.34) vs RLBBX (1.15). RLBBX was incepted earlier than THPBX: RLBBX (23 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 : 9.47 vs. THPBX (6.44). RLBBX return over 5 years is better than : 38.77 vs. THPBX (15.47).
| 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 | 39 years | - |
| Gain YTD | 12.532 | 9.583 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 287M | 91,289% |
| Annual Yield % from dividends | 1.15 | 1.34 | 85% |
| Returns for 1 year | 9.47 | 6.44 | 147% |
| Returns for 3 years | 39.30 | 25.10 | 157% |
| Returns for 5 years | 38.77 | 15.47 | 251% |
| Returns for 10 years | 70.16 | 31.42 | 223% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement