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THPBX vs VBINX
THPBX vs VBINX Comparison
Open Charts THPBX vs VBINX
BNY Mellon Balanced Opportunity J
Price$24.65
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets291.09M
Vanguard Balanced Index I
Price$52.26
Change+$0.14 (+0.27%)
VolumeN/A
Net Assets61.86B
THPBX vs VBINX Comparison Chart in %
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THPBX vs. VBINX commentary
Dec 26, 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 VBINX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.9B vs. THPBX (291M). VBINX pays higher dividends than THPBX: VBINX (1.88) vs THPBX (1.30). THPBX was incepted earlier than VBINX: THPBX (39 years) vs VBINX (33 years). THPBX (1.01) is less costly to investors than VBINX (0.18). THPBX is a more actively managed with annual turnover of: 46.25 vs. VBINX (22.00). VBINX has a lower initial minimum investment than THPBX: VBINX (0) vs THPBX (1000). VBINX annual gain was more profitable for investors over the last year : 4.25 vs. THPBX (3.70). VBINX return over 5 years is better than : 23.25 vs. THPBX (3.03).
| THPBX | VBINX | THPBX / VBINX | |
| Total Expense Ratio | 0.90 | 0.18 | 500% |
| Annual Report Gross Expense Ratio | 1.01 | 0.18 | 561% |
| Fund Existence | 39 years | 33 years | - |
| Gain YTD | 4.983 | 8.915 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 61.9B | 0% |
| Annual Yield % from dividends | 1.30 | 1.88 | 69% |
| Returns for 1 year | 3.70 | 4.25 | 87% |
| Returns for 3 years | 25.18 | 34.99 | 72% |
| Returns for 5 years | 3.03 | 23.25 | 13% |
| Returns for 10 years | 23.40 | 96.26 | 24% |
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