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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$37.26
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
Tributary Balanced Instl
Price$21.23
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.1M
BALCX vs FOBAX Comparison Chart in %
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BALCX vs. FOBAX commentary
Aug 29, 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: 255B vs. FOBAX (83.1M). FOBAX (1.22) and BALCX (1.18) have matching dividends . BALCX was incepted earlier than FOBAX: BALCX (24 years) vs FOBAX (29 years). FOBAX (1.32) and BALCX (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 : 6.50 vs. FOBAX (4.35). BALCX return over 5 years is better than : 32.76 vs. FOBAX (15.56).
| BALCX | FOBAX | BALCX / FOBAX | |
| Total Expense Ratio | 1.31 | 0.91 | 144% |
| Annual Report Gross Expense Ratio | 1.31 | 1.32 | 99% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 9.716 | 7.032 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 83.1M | 306,859% |
| Annual Yield % from dividends | 1.18 | 1.22 | 97% |
| Returns for 1 year | 6.50 | 4.35 | 150% |
| Returns for 3 years | 31.96 | 22.22 | 144% |
| Returns for 5 years | 32.76 | 15.56 | 211% |
| Returns for 10 years | 65.25 | 36.27 | 180% |
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