Interact to see
Advertisement
Advertisement
THPBX vs VBIAX
THPBX vs VBIAX Comparison
Open Charts THPBX vs VBIAX
BNY Mellon Balanced Opportunity J
Price$25.93
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets290.4M
Vanguard Balanced Index Adm
Price$52.66
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets59.67B
THPBX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
THPBX vs. VBIAX commentary
Oct 06, 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: 59.7B vs. THPBX (290M). VBIAX pays higher dividends than THPBX: VBIAX (2.02) vs THPBX (1.32). THPBX was incepted earlier than VBIAX: THPBX (39 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 : 8.04 vs. THPBX (5.84). VBIAX return over 5 years is better than : 34.95 vs. THPBX (15.56).
| 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 | 39 years | 25 years | - |
| Gain YTD | 10.434 | 9.831 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 59.7B | 0% |
| Annual Yield % from dividends | 1.32 | 2.02 | 66% |
| Returns for 1 year | 5.84 | 8.04 | 73% |
| Returns for 3 years | 28.84 | 38.02 | 76% |
| Returns for 5 years | 15.56 | 34.95 | 45% |
| Returns for 10 years | 32.70 | 102.23 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FTEQX | 15.12 | 0.03 | +0.20% |
| Templeton Emerging Markets Small Cap R6 | |||
| EQTKX | 16.20 | 0.03 | +0.19% |
| Shelton Equity Income Class K | |||
| SHTCX | 52.66 | 0.01 | +0.02% |
| Columbia Seligman Global Tech C | |||
| JANBX | 51.23 | -0.06 | -0.12% |
| Janus Henderson Balanced D | |||
| IAFLX | 22.04 | -0.29 | -1.30% |
| F/m Investments Large Cap Focused Inst | |||