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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
BNY Mellon Balanced Opportunity J
Price$25.32
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets286.99M
RLBBX vs THPBX Comparison Chart in %
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RLBBX vs. THPBX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 256B vs. THPBX (287M). THPBX pays higher dividends than RLBBX: THPBX (1.37) vs RLBBX (1.16). 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 : 7.14 vs. THPBX (5.70). RLBBX return over 5 years is better than : 33.77 vs. THPBX (12.50).
| 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 | 9.234 | 7.836 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 287M | 89,199% |
| Annual Yield % from dividends | 1.16 | 1.37 | 85% |
| Returns for 1 year | 7.14 | 5.70 | 125% |
| Returns for 3 years | 27.06 | 15.53 | 174% |
| Returns for 5 years | 33.77 | 12.50 | 270% |
| Returns for 10 years | 59.09 | 24.28 | 243% |
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