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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$38.04
Change-$0.58 (-1.50%)
VolumeN/A
Net Assets269.72B
BNY Mellon Balanced Opportunity J
Price$24.86
Change-$1.12 (-4.31%)
VolumeN/A
Net Assets291.78M
RLBBX vs THPBX Comparison Chart in %
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RLBBX vs. THPBX commentary
Feb 05, 2026
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 RLBBX is a Hold and THPBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. THPBX (292M). THPBX pays higher dividends than RLBBX: THPBX (1.41) vs RLBBX (1.23). RLBBX was incepted earlier than THPBX: RLBBX (24 years) vs THPBX (39 years). RLBBX (1.32) is less costly to investors than THPBX (1.01). THPBX (46.25) and RLBBX (44.00) have comparable annual turnover. RLBBX has a lower initial minimum investment than THPBX: RLBBX (250) vs THPBX (1000). RLBBX annual gain was more profitable for investors over the last year : 10.49 vs. THPBX (4.42). RLBBX return over 5 years is better than : 31.41 vs. THPBX (0.81).
| RLBBX | THPBX | RLBBX / THPBX | |
| Total Expense Ratio | 1.32 | 0.90 | 147% |
| Annual Report Gross Expense Ratio | 1.32 | 1.01 | 131% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 2.396 | 1.594 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 292M | 92,466% |
| Annual Yield % from dividends | 1.23 | 1.41 | 87% |
| Returns for 1 year | 10.49 | 4.42 | 237% |
| Returns for 3 years | 33.68 | 18.99 | 177% |
| Returns for 5 years | 31.41 | 0.81 | 3,881% |
| Returns for 10 years | 79.44 | 42.30 | 188% |
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