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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$38.70
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets265.73B
Tributary Balanced Instl
Price$21.68
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets84.18M
BALCX vs FOBAX Comparison Chart in %
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BALCX vs. FOBAX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. FOBAX (84.2M). FOBAX pays higher dividends than BALCX: FOBAX (1.20) vs BALCX (1.12). 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 : 8.78 vs. FOBAX (6.05). BALCX return over 5 years is better than : 39.29 vs. FOBAX (20.04).
| 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 | 14.071 | 9.636 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 84.2M | 315,914% |
| Annual Yield % from dividends | 1.12 | 1.20 | 93% |
| Returns for 1 year | 8.78 | 6.05 | 145% |
| Returns for 3 years | 48.39 | 34.90 | 139% |
| Returns for 5 years | 39.29 | 20.04 | 196% |
| Returns for 10 years | 69.27 | 39.42 | 176% |
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