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THPBX vs VBAIX
THPBX vs VBAIX Comparison
Open Charts THPBX vs VBAIX
BNY Mellon Balanced Opportunity J
Price$24.81
Change+$0.29 (+1.18%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$49.96
Change+$0.53 (+1.07%)
VolumeN/A
CapitalizationN/A
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THPBX vs VBAIX Comparison Chart
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THPBX vs. VBAIX commentary
Sep 20, 2024
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 StrongBuy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 57.3B vs. THPBX (289M). VBAIX pays higher dividends than THPBX: VBAIX (1.99) vs THPBX (1.41). THPBX was incepted earlier than VBAIX: THPBX (38 years) vs VBAIX (24 years). THPBX is a more actively managed with annual turnover of: 71.50 vs. VBAIX (19.00). 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 : 16.76 vs. THPBX (12.85). VBAIX return over 5 years is better than : 37.68 vs. THPBX (11.87).
| THPBX | VBAIX | THPBX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 10.500 | 11.577 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 57.3B | 1% |
| Annual Yield % from dividends | 1.41 | 1.99 | 71% |
| Returns for 1 year | 12.85 | 16.76 | 77% |
| Returns for 3 years | -8.82 | 5.23 | -169% |
| Returns for 5 years | 11.87 | 37.68 | 32% |
| Returns for 10 years | 13.84 | 88.33 | 16% |
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