Interact to see
Advertisement
Advertisement
BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$39.61
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets271.11B
Tributary Balanced Instl
Price$21.83
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets83.7M
BALCX vs FOBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FOBAX commentary
Nov 30, 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 StrongBuy and FOBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 271B vs. FOBAX (83.7M). FOBAX pays higher dividends than BALCX: FOBAX (1.18) vs BALCX (1.08). BALCX was incepted earlier than FOBAX: BALCX (25 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 : 10.05 vs. FOBAX (3.97). BALCX return over 5 years is better than : 36.71 vs. FOBAX (16.33).
| BALCX | FOBAX | BALCX / FOBAX | |
| Total Expense Ratio | 1.31 | 0.91 | 144% |
| Annual Report Gross Expense Ratio | 1.31 | 1.32 | 99% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 16.754 | 10.394 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 83.7M | 323,775% |
| Annual Yield % from dividends | 1.08 | 1.18 | 92% |
| Returns for 1 year | 10.05 | 3.97 | 253% |
| Returns for 3 years | 41.60 | 29.03 | 143% |
| Returns for 5 years | 36.71 | 16.33 | 225% |
| Returns for 10 years | 67.45 | 37.32 | 181% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement