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THPBX vs VBIAX
THPBX vs VBIAX Comparison
Open Charts THPBX vs VBIAX
BNY Mellon Balanced Opportunity J
Price$26.43
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets291.53M
Vanguard Balanced Index Adm
Price$53.48
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets61.72B
THPBX vs VBIAX Comparison Chart in %
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THPBX vs. VBIAX commentary
Dec 04, 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 Buy and VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.7B vs. THPBX (292M). VBIAX pays higher dividends than THPBX: VBIAX (1.98) vs THPBX (1.30). THPBX was incepted earlier than VBIAX: THPBX (39 years) vs VBIAX (25 years). THPBX (1.01) is less costly to investors than VBIAX (0.07). THPBX is a more actively managed with annual turnover of: 46.25 vs. VBIAX (22.00). THPBX has a lower initial minimum investment than VBIAX: THPBX (1000) vs VBIAX (3000). VBIAX annual gain was more profitable for investors over the last year : 5.00 vs. THPBX (3.21). VBIAX return over 5 years is better than : 27.59 vs. THPBX (8.28).
| THPBX | VBIAX | THPBX / VBIAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 39 years | 25 years | - |
| Gain YTD | 12.010 | 10.999 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 61.7B | 0% |
| Annual Yield % from dividends | 1.30 | 1.98 | 65% |
| Returns for 1 year | 3.21 | 5.00 | 64% |
| Returns for 3 years | 23.15 | 32.31 | 72% |
| Returns for 5 years | 8.28 | 27.59 | 30% |
| Returns for 10 years | 29.45 | 98.49 | 30% |
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