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THPBX vs VBAIX
THPBX vs VBAIX Comparison
Open Charts THPBX vs VBAIX
BNY Mellon Balanced Opportunity J
Price$25.44
Change+$0.31 (+1.23%)
VolumeN/A
Net Assets287.67M
Vanguard Balanced Index I
Price$51.41
Change+$0.62 (+1.22%)
VolumeN/A
Net Assets58.79B
THPBX vs VBAIX Comparison Chart in %
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THPBX vs. VBAIX commentary
Aug 24, 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 StrongBuy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.8B vs. THPBX (288M). VBAIX pays higher dividends than THPBX: VBAIX (2.07) vs THPBX (1.37). THPBX was incepted earlier than VBAIX: THPBX (38 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 : 6.86 vs. THPBX (5.68). VBAIX return over 5 years is better than : 30.28 vs. THPBX (12.75).
| 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 | 38 years | 25 years | - |
| Gain YTD | 8.348 | 6.826 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 58.8B | 0% |
| Annual Yield % from dividends | 1.37 | 2.07 | 66% |
| Returns for 1 year | 5.68 | 6.86 | 83% |
| Returns for 3 years | 19.90 | 25.61 | 78% |
| Returns for 5 years | 12.75 | 30.28 | 42% |
| Returns for 10 years | 34.89 | 103.07 | 34% |
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