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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$36.22
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets249.42B
Tributary Balanced Instl
Price$20.47
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets81.66M
BALCX vs FOBAX Comparison Chart in %
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BALCX vs. FOBAX commentary
Jun 28, 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 BALCX is a Buy and FOBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 249B vs. FOBAX (81.7M). FOBAX (1.24) and BALCX (1.24) have matching dividends . BALCX was incepted earlier than FOBAX: BALCX (24 years) vs FOBAX (29 years). BALCX (1.31) and FOBAX (1.31) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). BALCX has a lower initial minimum investment than FOBAX: BALCX (250) vs FOBAX (1000). BALCX annual gain was more profitable for investors over the last year : 6.81 vs. FOBAX (2.75). BALCX return over 5 years is better than : 38.72 vs. FOBAX (22.35).
| BALCX | FOBAX | BALCX / FOBAX | |
| Total Expense Ratio | 1.31 | 0.95 | 138% |
| Annual Report Gross Expense Ratio | 1.31 | 1.31 | 100% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 6.654 | 3.200 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249B | 81.7M | 304,774% |
| Annual Yield % from dividends | 1.24 | 1.24 | 100% |
| Returns for 1 year | 6.81 | 2.75 | 247% |
| Returns for 3 years | 31.57 | 22.04 | 143% |
| Returns for 5 years | 38.72 | 22.35 | 173% |
| Returns for 10 years | 57.09 | 27.34 | 209% |
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