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THPBX vs VBAIX
THPBX vs VBAIX Comparison
Open Charts THPBX vs VBAIX
BNY Mellon Balanced Opportunity J
Price$25.93
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets290.4M
Vanguard Balanced Index I
Price$52.67
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets59.67B
THPBX vs VBAIX Comparison Chart in %
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THPBX vs. VBAIX commentary
Oct 06, 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 THPBX is a Buy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.7B vs. THPBX (290M). VBAIX pays higher dividends than THPBX: VBAIX (2.03) vs THPBX (1.32). THPBX was incepted earlier than VBAIX: THPBX (39 years) vs VBAIX (25 years). THPBX (1.01) is less costly to investors than VBAIX (0.06). THPBX is a more actively managed with annual turnover of: 46.25 vs. VBAIX (22.00). THPBX has a lower initial minimum investment than VBAIX: THPBX (1000) vs VBAIX (5000000). VBAIX annual gain was more profitable for investors over the last year : 8.04 vs. THPBX (5.84). VBAIX return over 5 years is better than : 34.98 vs. THPBX (15.56).
| THPBX | VBAIX | THPBX / VBAIX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 39 years | 25 years | - |
| Gain YTD | 10.434 | 9.834 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 59.7B | 0% |
| Annual Yield % from dividends | 1.32 | 2.03 | 65% |
| Returns for 1 year | 5.84 | 8.04 | 73% |
| Returns for 3 years | 28.84 | 38.07 | 76% |
| Returns for 5 years | 15.56 | 34.98 | 44% |
| Returns for 10 years | 32.70 | 102.38 | 32% |
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