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THPBX vs VBIAX
THPBX vs VBIAX Comparison
Open Charts THPBX vs VBIAX
BNY Mellon Balanced Opportunity J
Price$23.93
Change+$0.11 (+0.46%)
VolumeN/A
Net Assets287.81M
Vanguard Balanced Index Adm
Price$49.14
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
THPBX vs VBIAX Comparison Chart
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THPBX vs. VBIAX commentary
Jan 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 Hold and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.5B vs. THPBX (288M). 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 : 12.42 vs. THPBX (9.65). VBIAX return over 5 years is better than : 28.95 vs. THPBX (4.22).
| 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 | 1.917 | 1.361 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 57.5B | 1% |
| Annual Yield % from dividends | 1.41 | 1.98 | 71% |
| Returns for 1 year | 9.65 | 12.42 | 78% |
| Returns for 3 years | 1.16 | 7.75 | 15% |
| Returns for 5 years | 4.22 | 28.95 | 15% |
| Returns for 10 years | 22.11 | 84.29 | 26% |