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THPBX vs VBIAX
THPBX vs VBIAX Comparison
Open Charts THPBX vs VBIAX
BNY Mellon Balanced Opportunity J
Price$25.64
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets287.44M
Vanguard Balanced Index Adm
Price$52.29
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets59.67B
THPBX vs VBIAX Comparison Chart in %
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THPBX vs. VBIAX commentary
Sep 13, 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 StrongBuy and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.7B vs. THPBX (287M). VBIAX pays higher dividends than THPBX: VBIAX (2.03) vs THPBX (1.34). 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 : 7.99 vs. THPBX (6.44). VBIAX return over 5 years is better than : 34.17 vs. THPBX (15.47).
| 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 | 9.583 | 8.840 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 59.7B | 0% |
| Annual Yield % from dividends | 1.34 | 2.03 | 66% |
| Returns for 1 year | 6.44 | 7.99 | 81% |
| Returns for 3 years | 25.10 | 32.59 | 77% |
| Returns for 5 years | 15.47 | 34.17 | 45% |
| Returns for 10 years | 31.42 | 100.42 | 31% |
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