Interact to see
Advertisement
Advertisement
THPBX vs VBAIX
THPBX vs VBAIX Comparison
Open Charts THPBX vs VBAIX
BNY Mellon Balanced Opportunity J
Price$24.84
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets280.85M
Vanguard Balanced Index I
Price$50.18
Change+$0.19 (+0.38%)
VolumeN/A
Net Assets58.27B
THPBX vs VBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
THPBX vs. VBAIX commentary
Jul 19, 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: 58.3B vs. THPBX (281M). VBAIX pays higher dividends than THPBX: VBAIX (2.10) vs THPBX (1.38). 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 : 4.51 vs. THPBX (2.94). VBAIX return over 5 years is better than : 31.00 vs. THPBX (13.15).
| 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 | 5.324 | 3.875 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 58.3B | 0% |
| Annual Yield % from dividends | 1.38 | 2.10 | 66% |
| Returns for 1 year | 2.94 | 4.51 | 65% |
| Returns for 3 years | 22.88 | 28.02 | 82% |
| Returns for 5 years | 13.15 | 31.00 | 42% |
| Returns for 10 years | 20.88 | 84.06 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement