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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$34.08
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
Tributary Balanced Instl
Price$20.07
Change+$0.15 (+0.75%)
VolumeN/A
CapitalizationN/A
BALCX vs FOBAX Comparison Chart
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BALCX vs. FOBAX commentary
Dec 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. FOBAX (83.5M). BALCX pays higher dividends than FOBAX: BALCX (1.59) vs FOBAX (1.15). BALCX was incepted earlier than FOBAX: BALCX (24 years) vs FOBAX (28 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. FOBAX (22.00). BALCX has a lower initial minimum investment than FOBAX: BALCX (250) vs FOBAX (1000). FOBAX annual gain was more profitable for investors over the last year : 11.00 vs. BALCX (9.35). BALCX return over 5 years is better than : 26.04 vs. FOBAX (17.07).
| BALCX | FOBAX | BALCX / FOBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 8.761 | 10.577 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 83.5M | 282,635% |
| Annual Yield % from dividends | 1.59 | 1.15 | 138% |
| Returns for 1 year | 9.35 | 11.00 | 85% |
| Returns for 3 years | 7.68 | 2.46 | 313% |
| Returns for 5 years | 26.04 | 17.07 | 153% |
| Returns for 10 years | 45.34 | 18.27 | 248% |
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