Interact to see
Advertisement
Advertisement
BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$35.34
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.53B
Tributary Balanced Instl Plus
Price$19.68
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets79.98M
BALCX vs FOBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FOBPX commentary
Jun 21, 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 Hold and FOBPX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 245B vs. FOBPX (80M). FOBPX pays higher dividends than BALCX: FOBPX (1.51) vs BALCX (1.24). BALCX was incepted earlier than FOBPX: BALCX (24 years) vs FOBPX (14 years). BALCX (1.31) is less costly to investors than FOBPX (1.07). BALCX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). BALCX has a lower initial minimum investment than FOBPX: BALCX (250) vs FOBPX (5000000). BALCX annual gain was more profitable for investors over the last year : 3.76 vs. FOBPX (0.87). BALCX return over 5 years is better than : 33.29 vs. FOBPX (18.37).
| BALCX | FOBPX | BALCX / FOBPX | |
| Total Expense Ratio | 1.31 | 0.77 | 170% |
| Annual Report Gross Expense Ratio | 1.31 | 1.07 | 122% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.062 | 1.237 | 328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 80M | 306,250% |
| Annual Yield % from dividends | 1.24 | 1.51 | 82% |
| Returns for 1 year | 3.76 | 0.87 | 434% |
| Returns for 3 years | 29.83 | 21.35 | 140% |
| Returns for 5 years | 33.29 | 18.37 | 181% |
| Returns for 10 years | 50.44 | 23.55 | 214% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement