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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$35.86
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Tributary Balanced Instl
Price$20.73
Change-$0.03 (-0.14%)
VolumeN/A
CapitalizationN/A
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BALCX vs FOBAX Comparison Chart
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BALCX vs. FOBAX commentary
Sep 21, 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 StrongBuy and FOBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. FOBAX (83.9M). 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). BALCX annual gain was more profitable for investors over the last year : 23.52 vs. FOBAX (17.04). BALCX return over 5 years is better than : 35.07 vs. FOBAX (21.60).
| 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 | 13.447 | 13.803 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 83.9M | 281,287% |
| Annual Yield % from dividends | 1.59 | 1.15 | 138% |
| Returns for 1 year | 23.52 | 17.04 | 138% |
| Returns for 3 years | 13.04 | 1.99 | 654% |
| Returns for 5 years | 35.07 | 21.60 | 162% |
| Returns for 10 years | 48.00 | 24.15 | 199% |
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