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THPBX vs VBAIX
THPBX vs VBAIX Comparison
Open Charts THPBX vs VBAIX
BNY Mellon Balanced Opportunity J
Price$25.84
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets288.87M
Vanguard Balanced Index I
Price$52.56
Change+$0.12 (+0.23%)
VolumeN/A
Net Assets60.99B
THPBX vs VBAIX Comparison Chart in %
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THPBX vs. VBAIX 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 THPBX is a Hold and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61B vs. THPBX (289M). VBAIX pays higher dividends than THPBX: VBAIX (2.03) vs THPBX (1.32). 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 : 6.48 vs. THPBX (4.29). VBAIX return over 5 years is better than : 31.29 vs. THPBX (11.74).
| 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 | 10.051 | 9.605 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 61B | 0% |
| Annual Yield % from dividends | 1.32 | 2.03 | 65% |
| Returns for 1 year | 4.29 | 6.48 | 66% |
| Returns for 3 years | 31.22 | 40.54 | 77% |
| Returns for 5 years | 11.74 | 31.29 | 38% |
| Returns for 10 years | 29.97 | 99.01 | 30% |
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