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THPBX vs VBINX
THPBX vs VBINX Comparison
Open Charts THPBX vs VBINX
BNY Mellon Balanced Opportunity J
Price$23.93
Change+$0.11 (+0.46%)
VolumeN/A
Net Assets287.81M
Vanguard Balanced Index I
Price$49.15
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
THPBX vs VBINX Comparison Chart
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THPBX vs. VBINX commentary
Jan 19, 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: 57.5B vs. THPBX (288M). 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 : 12.36 vs. THPBX (9.65). VBINX return over 5 years is better than : 28.62 vs. THPBX (4.22).
| 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 | 1.917 | 1.361 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 57.5B | 1% |
| Annual Yield % from dividends | 1.41 | 1.88 | 75% |
| Returns for 1 year | 9.65 | 12.36 | 78% |
| Returns for 3 years | 1.16 | 7.57 | 15% |
| Returns for 5 years | 4.22 | 28.62 | 15% |
| Returns for 10 years | 22.11 | 83.24 | 27% |
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