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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$36.31
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Tributary Balanced Instl
Price$21.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALCX vs FOBAX Comparison Chart
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BALCX vs. FOBAX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. FOBAX (85.9M). 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 : 21.73 vs. FOBAX (16.47). BALCX return over 5 years is better than : 32.76 vs. FOBAX (20.92).
| 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 | 14.871 | 16.219 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 85.9M | 279,395% |
| Annual Yield % from dividends | 1.59 | 1.15 | 138% |
| Returns for 1 year | 21.73 | 16.47 | 132% |
| Returns for 3 years | 10.15 | -0.36 | -2,815% |
| Returns for 5 years | 32.76 | 20.92 | 157% |
| Returns for 10 years | 47.26 | 24.23 | 195% |
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