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THPBX vs VBIAX
THPBX vs VBIAX Comparison
Open Charts THPBX vs VBIAX
BNY Mellon Balanced Opportunity J
Price$23.43
Change-$0.52 (-2.17%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.06
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
THPBX vs VBIAX Comparison Chart
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THPBX vs. VBIAX 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 VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.3B vs. THPBX (276M). VBIAX pays higher dividends than THPBX: VBIAX (1.98) vs THPBX (1.41). THPBX was incepted earlier than VBIAX: THPBX (38 years) vs VBIAX (24 years). THPBX is a more actively managed with annual turnover of: 71.50 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 : 11.22 vs. THPBX (9.35). VBIAX return over 5 years is better than : 33.37 vs. THPBX (4.78).
| THPBX | VBIAX | THPBX / VBIAX | |
| 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 | 13.396 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 59.3B | 0% |
| Annual Yield % from dividends | 1.41 | 1.98 | 71% |
| Returns for 1 year | 9.35 | 11.22 | 83% |
| Returns for 3 years | -1.10 | 5.47 | -20% |
| Returns for 5 years | 4.78 | 33.37 | 14% |
| Returns for 10 years | 9.96 | 86.08 | 12% |
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