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THPBX vs VBAIX
THPBX vs VBAIX Comparison
Open Charts THPBX vs VBAIX
BNY Mellon Balanced Opportunity J
Price$23.43
Change-$0.52 (-2.17%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.07
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
THPBX vs VBAIX Comparison Chart
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THPBX vs. VBAIX commentary
Dec 19, 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 Hold and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.3B vs. THPBX (276M). 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 : 11.22 vs. THPBX (9.35). VBAIX return over 5 years is better than : 33.40 vs. THPBX (4.78).
| 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 | 8.856 | 13.399 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 59.3B | 0% |
| Annual Yield % from dividends | 1.41 | 1.99 | 71% |
| Returns for 1 year | 9.35 | 11.22 | 83% |
| Returns for 3 years | -1.10 | 5.49 | -20% |
| Returns for 5 years | 4.78 | 33.40 | 14% |
| Returns for 10 years | 9.96 | 86.16 | 12% |
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