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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
BNY Mellon Balanced Opportunity J
Price$25.20
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets285.64M
RLBBX vs THPBX Comparison Chart in %
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RLBBX vs. THPBX commentary
Jul 27, 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: 254B vs. THPBX (286M). 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 : 9.41 vs. THPBX (7.42). RLBBX return over 5 years is better than : 35.33 vs. THPBX (15.55).
| 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 | 8.557 | 7.325 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 286M | 88,811% |
| Annual Yield % from dividends | 1.17 | 1.38 | 85% |
| Returns for 1 year | 9.41 | 7.42 | 127% |
| Returns for 3 years | 32.13 | 22.40 | 143% |
| Returns for 5 years | 35.33 | 15.55 | 227% |
| Returns for 10 years | 58.04 | 24.73 | 235% |
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