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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
BNY Mellon Balanced Opportunity J
Price$24.89
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets283.35M
RLBBX vs THPBX Comparison Chart in %
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RLBBX vs. THPBX commentary
Jul 07, 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 RLBBX is a Buy and THPBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. THPBX (283M). THPBX pays higher dividends than RLBBX: THPBX (1.38) vs RLBBX (1.17). RLBBX was incepted earlier than THPBX: RLBBX (23 years) vs THPBX (38 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 : 7.05 vs. THPBX (4.55). RLBBX return over 5 years is better than : 37.07 vs. THPBX (16.88).
| RLBBX | THPBX | RLBBX / THPBX | |
| Total Expense Ratio | 1.32 | 0.90 | 147% |
| Annual Report Gross Expense Ratio | 1.32 | 1.01 | 131% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | 7.674 | 6.005 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 283M | 89,046% |
| Annual Yield % from dividends | 1.17 | 1.38 | 85% |
| Returns for 1 year | 7.05 | 4.55 | 155% |
| Returns for 3 years | 32.48 | 23.07 | 141% |
| Returns for 5 years | 37.07 | 16.88 | 220% |
| Returns for 10 years | 58.03 | 23.55 | 246% |
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