Interact to see
Advertisement
Advertisement
THPBX vs VBIAX
THPBX vs VBIAX Comparison
Open Charts THPBX vs VBIAX
BNY Mellon Balanced Opportunity J
Price$25.84
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets288.87M
Vanguard Balanced Index Adm
Price$52.55
Change+$0.12 (+0.23%)
VolumeN/A
Net Assets60.99B
THPBX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
THPBX vs. VBIAX 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 VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61B vs. THPBX (289M). VBIAX pays higher dividends than THPBX: VBIAX (2.02) vs THPBX (1.32). 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 : 6.48 vs. THPBX (4.29). VBIAX return over 5 years is better than : 31.23 vs. THPBX (11.74).
| 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 | 10.051 | 9.601 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 61B | 0% |
| Annual Yield % from dividends | 1.32 | 2.02 | 66% |
| Returns for 1 year | 4.29 | 6.48 | 66% |
| Returns for 3 years | 31.22 | 40.53 | 77% |
| Returns for 5 years | 11.74 | 31.23 | 38% |
| Returns for 10 years | 29.97 | 98.86 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers