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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
BNY Mellon Balanced Opportunity J
Price$25.84
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets288.87M
RLBBX vs THPBX Comparison Chart in %
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RLBBX vs. THPBX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. THPBX (289M). THPBX pays higher dividends than RLBBX: THPBX (1.32) vs RLBBX (1.11). RLBBX was incepted earlier than THPBX: RLBBX (23 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 : 7.84 vs. THPBX (4.29). RLBBX return over 5 years is better than : 37.69 vs. THPBX (11.74).
| 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 | 39 years | - |
| Gain YTD | 13.938 | 10.051 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 289M | 91,696% |
| Annual Yield % from dividends | 1.11 | 1.32 | 83% |
| Returns for 1 year | 7.84 | 4.29 | 183% |
| Returns for 3 years | 47.43 | 31.22 | 152% |
| Returns for 5 years | 37.69 | 11.74 | 321% |
| Returns for 10 years | 67.64 | 29.97 | 226% |
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