Ad is loading...
BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$32.49
Change-$0.70 (-2.11%)
VolumeN/A
Net Assets228.54B
Tributary Balanced Instl
Price$18.65
Change-$0.39 (-2.05%)
VolumeN/A
Net Assets76.27M
BALCX vs FOBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FOBAX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 229B vs. FOBAX (76.3M). BALCX (1.28) and FOBAX (1.28) have matching dividends . BALCX was incepted earlier than FOBAX: BALCX (24 years) vs FOBAX (29 years). BALCX (1.32) and FOBAX (1.31) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 171.00 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 : 1.59 vs. FOBAX (-1.64). BALCX return over 5 years is better than : 32.64 vs. FOBAX (17.69).
| BALCX | FOBAX | BALCX / FOBAX | |
| Total Expense Ratio | 1.32 | 0.95 | 139% |
| Annual Report Gross Expense Ratio | 1.32 | 1.31 | 101% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | -2.396 | -6.306 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 76.3M | 300,131% |
| Annual Yield % from dividends | 1.28 | 1.28 | 101% |
| Returns for 1 year | 1.59 | -1.64 | -97% |
| Returns for 3 years | 9.48 | 1.59 | 595% |
| Returns for 5 years | 32.64 | 17.69 | 184% |
| Returns for 10 years | 41.51 | 14.05 | 295% |