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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Tributary Balanced Instl Plus
Price$19.61
Change-$0.40 (-2.00%)
VolumeN/A
CapitalizationN/A
BALCX vs FOBPX Comparison Chart
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BALCX vs. FOBPX commentary
Dec 19, 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 Hold and FOBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. FOBPX (83.2M). BALCX pays higher dividends than FOBPX: BALCX (1.59) vs FOBPX (1.39). BALCX was incepted earlier than FOBPX: BALCX (24 years) vs FOBPX (13 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. FOBPX (22.00). BALCX has a lower initial minimum investment than FOBPX: BALCX (250) vs FOBPX (5000000). FOBPX annual gain was more profitable for investors over the last year : 13.19 vs. BALCX (11.89). BALCX return over 5 years is better than : 28.93 vs. FOBPX (19.95).
| BALCX | FOBPX | BALCX / FOBPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 10.937 | 12.378 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 83.2M | 289,663% |
| Annual Yield % from dividends | 1.59 | 1.39 | 114% |
| Returns for 1 year | 11.89 | 13.19 | 90% |
| Returns for 3 years | 10.17 | 4.98 | 204% |
| Returns for 5 years | 28.93 | 19.95 | 145% |
| Returns for 10 years | 40.96 | 21.65 | 189% |
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