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THPBX vs VBIAX
THPBX vs VBIAX Comparison
Open Charts THPBX vs VBIAX
BNY Mellon Balanced Opportunity J
Price$24.84
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets280.85M
Vanguard Balanced Index Adm
Price$50.17
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets58.27B
THPBX vs VBIAX Comparison Chart in %
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THPBX vs. VBIAX 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.3B vs. THPBX (281M). VBIAX pays higher dividends than THPBX: VBIAX (2.09) vs THPBX (1.38). THPBX was incepted earlier than VBIAX: THPBX (38 years) vs VBIAX (25 years). THPBX (1.01) is less costly to investors than VBIAX (0.07). THPBX is a more actively managed with annual turnover of: 46.25 vs. VBIAX (22.00). 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 : 4.52 vs. THPBX (2.94). VBIAX return over 5 years is better than : 31.00 vs. THPBX (13.15).
| THPBX | VBIAX | THPBX / VBIAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 38 years | 25 years | - |
| Gain YTD | 5.324 | 3.893 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 58.3B | 0% |
| Annual Yield % from dividends | 1.38 | 2.09 | 66% |
| Returns for 1 year | 2.94 | 4.52 | 65% |
| Returns for 3 years | 22.88 | 28.03 | 82% |
| Returns for 5 years | 13.15 | 31.00 | 42% |
| Returns for 10 years | 20.88 | 83.97 | 25% |
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