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THPBX vs VBIAX
THPBX vs VBIAX Comparison
Open Charts THPBX vs VBIAX
BNY Mellon Balanced Opportunity J
Price$25.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.67
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
THPBX vs VBIAX Comparison Chart
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THPBX vs. VBIAX commentary
Nov 14, 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 StrongBuy and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.2B vs. THPBX (294M). 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 : 19.38 vs. THPBX (16.19). VBIAX return over 5 years is better than : 37.97 vs. THPBX (12.78).
| 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 | 14.286 | 14.778 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 57.2B | 1% |
| Annual Yield % from dividends | 1.41 | 1.98 | 71% |
| Returns for 1 year | 16.19 | 19.38 | 84% |
| Returns for 3 years | -9.03 | 5.10 | -177% |
| Returns for 5 years | 12.78 | 37.97 | 34% |
| Returns for 10 years | 17.43 | 90.65 | 19% |
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