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THPBX vs VBIAX
THPBX vs VBIAX Comparison
Open Charts THPBX vs VBIAX
BNY Mellon Balanced Opportunity J
Price$22.64
Change+$0.36 (+1.62%)
VolumeN/A
Net Assets259.94M
Vanguard Balanced Index Adm
Price$46.08
Change+$0.66 (+1.45%)
VolumeN/A
Net Assets55.53B
THPBX vs VBIAX Comparison Chart
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THPBX vs. VBIAX commentary
Apr 25, 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 55.5B vs. THPBX (260M). VBIAX pays higher dividends than THPBX: VBIAX (2.21) vs THPBX (1.49). THPBX was incepted earlier than VBIAX: THPBX (38 years) vs VBIAX (24 years). THPBX (1.04) is less costly to investors than VBIAX (0.07). THPBX is a more actively managed with annual turnover of: 46.25 vs. VBIAX (19.00). THPBX has a lower initial minimum investment than VBIAX: THPBX (1000) vs VBIAX (3000). VBIAX annual gain was more profitable for investors over the last year : 1.83 vs. THPBX (-1.40). VBIAX return over 5 years is better than : 30.30 vs. THPBX (12.62).
| THPBX | VBIAX | THPBX / VBIAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 1.04 | 0.07 | 1,486% |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | -5.111 | -5.945 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 55.5B | 0% |
| Annual Yield % from dividends | 1.49 | 2.21 | 67% |
| Returns for 1 year | -1.40 | 1.83 | -76% |
| Returns for 3 years | 0.84 | 7.40 | 11% |
| Returns for 5 years | 12.62 | 30.30 | 42% |
| Returns for 10 years | 9.46 | 65.90 | 14% |
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