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THPBX vs VBAIX
THPBX vs VBAIX Comparison
Open Charts THPBX vs VBAIX
BNY Mellon Balanced Opportunity J
Price$24.86
Change-$1.12 (-4.31%)
VolumeN/A
Net Assets291.78M
Vanguard Balanced Index I
Price$52.27
Change-$0.46 (-0.87%)
VolumeN/A
Net Assets61.23B
THPBX vs VBAIX Comparison Chart in %
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THPBX vs. VBAIX commentary
Feb 04, 2026
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 THPBX is a Buy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.2B vs. THPBX (292M). VBAIX pays higher dividends than THPBX: VBAIX (2.06) vs THPBX (1.41). THPBX was incepted earlier than VBAIX: THPBX (39 years) vs VBAIX (25 years). THPBX (1.01) is less costly to investors than VBAIX (0.06). THPBX is a more actively managed with annual turnover of: 46.25 vs. VBAIX (22.00). THPBX has a lower initial minimum investment than VBAIX: THPBX (1000) vs VBAIX (5000000). VBAIX annual gain was more profitable for investors over the last year : 7.61 vs. THPBX (4.42). VBAIX return over 5 years is better than : 22.03 vs. THPBX (0.81).
| THPBX | VBAIX | THPBX / VBAIX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 39 years | 25 years | - |
| Gain YTD | 1.594 | 0.888 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 61.2B | 0% |
| Annual Yield % from dividends | 1.41 | 2.06 | 69% |
| Returns for 1 year | 4.42 | 7.61 | 58% |
| Returns for 3 years | 18.99 | 28.85 | 66% |
| Returns for 5 years | 0.81 | 22.03 | 4% |
| Returns for 10 years | 42.30 | 108.90 | 39% |
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