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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Tributary Balanced Instl
Price$20.22
Change-$0.19 (-0.93%)
VolumeN/A
Net Assets83.7M
BALCX vs FOBAX Comparison Chart
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BALCX vs. FOBAX commentary
Feb 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 Hold and FOBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. FOBAX (83.7M). BALCX pays higher dividends than FOBAX: BALCX (1.59) vs FOBAX (1.15). BALCX was incepted earlier than FOBAX: BALCX (24 years) vs FOBAX (29 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 : 8.38 vs. FOBAX (7.09). BALCX return over 5 years is better than : 26.14 vs. FOBAX (14.07).
| BALCX | FOBAX | BALCX / FOBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 2.790 | 1.303 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 83.7M | 289,128% |
| Annual Yield % from dividends | 1.59 | 1.15 | 138% |
| Returns for 1 year | 8.38 | 7.09 | 118% |
| Returns for 3 years | 15.69 | 9.90 | 158% |
| Returns for 5 years | 26.14 | 14.07 | 186% |
| Returns for 10 years | 46.66 | 24.79 | 188% |
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