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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$36.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Tributary Balanced Instl
Price$21.06
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALCX vs FOBAX Comparison Chart
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BALCX vs. FOBAX commentary
Nov 23, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 237B vs. FOBAX (85.1M). BALCX pays higher dividends than FOBAX: BALCX (1.59) vs FOBAX (1.15). BALCX was incepted earlier than FOBAX: BALCX (24 years) vs FOBAX (28 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 : 19.92 vs. FOBAX (14.81). BALCX return over 5 years is better than : 32.42 vs. FOBAX (20.56).
| BALCX | FOBAX | BALCX / FOBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 14.207 | 15.615 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 85.1M | 278,496% |
| Annual Yield % from dividends | 1.59 | 1.15 | 138% |
| Returns for 1 year | 19.92 | 14.81 | 135% |
| Returns for 3 years | 10.33 | -0.74 | -1,392% |
| Returns for 5 years | 32.42 | 20.56 | 158% |
| Returns for 10 years | 45.06 | 22.39 | 201% |
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