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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$36.84
Change+$0.41 (+1.13%)
VolumeN/A
Net Assets253.92B
Tributary Balanced Instl
Price$20.91
Change+$0.20 (+0.97%)
VolumeN/A
Net Assets82.56M
BALCX vs FOBAX Comparison Chart in %
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BALCX vs. FOBAX commentary
Aug 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. FOBAX (82.6M). FOBAX (1.22) and BALCX (1.18) 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 : 8.96 vs. FOBAX (6.01). BALCX return over 5 years is better than : 33.36 vs. FOBAX (17.04).
| 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 | 8.479 | 5.418 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 82.6M | 307,506% |
| Annual Yield % from dividends | 1.18 | 1.22 | 97% |
| Returns for 1 year | 8.96 | 6.01 | 149% |
| Returns for 3 years | 29.10 | 18.40 | 158% |
| Returns for 5 years | 33.36 | 17.04 | 196% |
| Returns for 10 years | 58.36 | 30.60 | 191% |
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