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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$34.56
Change-$0.39 (-1.12%)
VolumeN/A
Net Assets240.4B
Tributary Balanced Instl
Price$19.77
Change-$0.24 (-1.20%)
VolumeN/A
Net Assets79.95M
BALCX vs FOBAX Comparison Chart
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BALCX vs. FOBAX commentary
May 23, 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: 240B vs. FOBAX (80M). BALCX (1.29) and FOBAX (1.28) 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 (19.00). 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 : 3.53 vs. FOBAX (1.27). BALCX return over 5 years is better than : 33.77 vs. FOBAX (19.64).
| 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 | 1.633 | -0.679 | -240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 80M | 300,000% |
| Annual Yield % from dividends | 1.29 | 1.28 | 100% |
| Returns for 1 year | 3.53 | 1.27 | 279% |
| Returns for 3 years | 21.31 | 15.86 | 134% |
| Returns for 5 years | 33.77 | 19.64 | 172% |
| Returns for 10 years | 46.05 | 21.10 | 218% |