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THPBX vs VBIAX
THPBX vs VBIAX Comparison
Open Charts THPBX vs VBIAX
BNY Mellon Balanced Opportunity J
Price$24.01
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets275.31M
Vanguard Balanced Index Adm
Price$48.73
Change+$0.21 (+0.43%)
VolumeN/A
Net Assets56.6B
THPBX vs VBIAX Comparison Chart
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THPBX vs. VBIAX commentary
Jun 07, 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: 56.6B vs. THPBX (275M). VBIAX pays higher dividends than THPBX: VBIAX (2.14) vs THPBX (1.43). THPBX was incepted earlier than VBIAX: THPBX (38 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 : 4.38 vs. THPBX (1.66). VBIAX return over 5 years is better than : 28.31 vs. THPBX (9.88).
| 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 | 38 years | 25 years | - |
| Gain YTD | 1.874 | 0.474 | 395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 56.6B | 0% |
| Annual Yield % from dividends | 1.43 | 2.14 | 67% |
| Returns for 1 year | 1.66 | 4.38 | 38% |
| Returns for 3 years | 10.53 | 17.27 | 61% |
| Returns for 5 years | 9.88 | 28.31 | 35% |
| Returns for 10 years | 18.07 | 80.01 | 23% |
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