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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
BNY Mellon Balanced Opportunity J
Price$24.00
Change-$0.21 (-0.87%)
VolumeN/A
Net Assets275.46M
RLBBX vs THPBX Comparison Chart
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RLBBX vs. THPBX commentary
Jun 15, 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: 244B vs. THPBX (275M). THPBX pays higher dividends than RLBBX: THPBX (1.43) vs RLBBX (1.23). 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 : 4.47 vs. THPBX (1.41). RLBBX return over 5 years is better than : 34.04 vs. THPBX (14.47).
| 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 | 4.082 | 2.215 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 275M | 88,727% |
| Annual Yield % from dividends | 1.23 | 1.43 | 86% |
| Returns for 1 year | 4.47 | 1.41 | 318% |
| Returns for 3 years | 30.06 | 21.09 | 143% |
| Returns for 5 years | 34.04 | 14.47 | 235% |
| Returns for 10 years | 51.22 | 17.53 | 292% |
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