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THPBX vs VBINX
THPBX vs VBINX Comparison
Open Charts THPBX vs VBINX
BNY Mellon Balanced Opportunity J
Price$22.39
Change-$0.70 (-3.03%)
VolumeN/A
Net Assets271.66M
Vanguard Balanced Index I
Price$45.73
Change-$1.31 (-2.78%)
VolumeN/A
Net Assets58.22B
THPBX vs VBINX Comparison Chart
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THPBX vs. VBINX commentary
Apr 04, 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 Hold and VBINX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.2B vs. THPBX (272M). VBINX pays higher dividends than THPBX: VBINX (2.09) vs THPBX (1.49). THPBX was incepted earlier than VBINX: THPBX (38 years) vs VBINX (32 years). THPBX (1.04) is less costly to investors than VBINX (0.18). THPBX is a more actively managed with annual turnover of: 46.25 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 : 2.98 vs. THPBX (-0.05). VBINX return over 5 years is better than : 47.14 vs. THPBX (27.52).
| THPBX | VBINX | THPBX / VBINX | |
| Total Expense Ratio | 0.90 | 0.18 | 500% |
| Annual Report Gross Expense Ratio | 1.04 | 0.18 | 578% |
| Fund Existence | 38 years | 32 years | - |
| Gain YTD | -1.661 | -2.628 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 58.2B | 0% |
| Annual Yield % from dividends | 1.49 | 2.09 | 71% |
| Returns for 1 year | -0.05 | 2.98 | -2% |
| Returns for 3 years | -2.16 | 5.35 | -40% |
| Returns for 5 years | 27.52 | 47.14 | 58% |
| Returns for 10 years | 13.44 | 71.93 | 19% |
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