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THPBX vs VBINX
THPBX vs VBINX Comparison
Open Charts THPBX vs VBINX
BNY Mellon Balanced Opportunity J
Price$23.89
Change-$0.30 (-1.24%)
VolumeN/A
Net Assets284.69M
Vanguard Balanced Index I
Price$49.39
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
THPBX vs VBINX Comparison Chart
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THPBX vs. VBINX commentary
Feb 23, 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 VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.5B vs. THPBX (285M). VBINX pays higher dividends than THPBX: VBINX (1.88) vs THPBX (1.41). THPBX was incepted earlier than VBINX: THPBX (38 years) vs VBINX (32 years). THPBX is a more actively managed with annual turnover of: 71.50 vs. VBINX (19.00). VBINX has a lower initial minimum investment than THPBX: VBINX (0) vs THPBX (1000). VBINX annual gain was more profitable for investors over the last year : 9.00 vs. THPBX (5.82). VBINX return over 5 years is better than : 27.78 vs. THPBX (4.35).
| THPBX | VBINX | THPBX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 32 years | - |
| Gain YTD | 1.746 | 1.856 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 58.5B | 0% |
| Annual Yield % from dividends | 1.41 | 1.88 | 75% |
| Returns for 1 year | 5.82 | 9.00 | 65% |
| Returns for 3 years | 4.68 | 12.70 | 37% |
| Returns for 5 years | 4.35 | 27.78 | 16% |
| Returns for 10 years | 16.56 | 78.99 | 21% |