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THPBX vs VBINX
THPBX vs VBINX Comparison
Open Charts THPBX vs VBINX
BNY Mellon Balanced Opportunity J
Price$24.81
Change+$0.29 (+1.18%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$49.94
Change+$0.52 (+1.05%)
VolumeN/A
CapitalizationN/A
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THPBX vs VBINX Comparison Chart
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THPBX vs. VBINX commentary
Sep 20, 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 VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 57.3B vs. THPBX (289M). 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 : 16.68 vs. THPBX (12.85). VBINX return over 5 years is better than : 37.23 vs. THPBX (11.87).
| 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 | 10.500 | 11.514 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 57.3B | 1% |
| Annual Yield % from dividends | 1.41 | 1.88 | 75% |
| Returns for 1 year | 12.85 | 16.68 | 77% |
| Returns for 3 years | -8.82 | 5.05 | -175% |
| Returns for 5 years | 11.87 | 37.23 | 32% |
| Returns for 10 years | 13.84 | 87.08 | 16% |
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