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RLBBX vs THPBX
RLBBX vs THPBX Comparison
Open Charts RLBBX vs THPBX
American Funds American Balanced R2
Price$38.70
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
BNY Mellon Balanced Opportunity J
Price$26.09
Change-$0.29 (-1.10%)
VolumeN/A
Net Assets292.32M
RLBBX vs THPBX Comparison Chart in %
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RLBBX vs. THPBX commentary
Nov 14, 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: 269B vs. THPBX (292M). THPBX pays higher dividends than RLBBX: THPBX (1.30) vs RLBBX (1.09). RLBBX was incepted earlier than THPBX: RLBBX (24 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 : 7.89 vs. THPBX (3.76). RLBBX return over 5 years is better than : 35.25 vs. THPBX (10.32).
| RLBBX | THPBX | RLBBX / THPBX | |
| Total Expense Ratio | 1.32 | 0.90 | 147% |
| Annual Report Gross Expense Ratio | 1.32 | 1.01 | 131% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 14.056 | 11.116 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 292M | 92,123% |
| Annual Yield % from dividends | 1.09 | 1.30 | 84% |
| Returns for 1 year | 7.89 | 3.76 | 210% |
| Returns for 3 years | 39.66 | 25.58 | 155% |
| Returns for 5 years | 35.25 | 10.32 | 341% |
| Returns for 10 years | 66.38 | 29.69 | 224% |
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