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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Tributary Balanced Instl Plus
Price$20.91
Change-$0.10 (-0.48%)
VolumeN/A
Net Assets82.26M
BALCX vs FOBPX Comparison Chart in %
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BALCX vs. FOBPX commentary
Nov 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. FOBPX (82.3M). FOBPX pays higher dividends than BALCX: FOBPX (1.44) vs BALCX (1.10). BALCX was incepted earlier than FOBPX: BALCX (25 years) vs FOBPX (14 years). BALCX (1.31) is less costly to investors than FOBPX (1.08). 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 : 8.00 vs. FOBPX (3.31). BALCX return over 5 years is better than : 33.87 vs. FOBPX (15.25).
| BALCX | FOBPX | BALCX / FOBPX | |
| Total Expense Ratio | 1.31 | 0.74 | 177% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 13.040 | 7.966 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 82.3M | 320,778% |
| Annual Yield % from dividends | 1.10 | 1.44 | 77% |
| Returns for 1 year | 8.00 | 3.31 | 242% |
| Returns for 3 years | 37.81 | 26.60 | 142% |
| Returns for 5 years | 33.87 | 15.25 | 222% |
| Returns for 10 years | 63.16 | 36.46 | 173% |
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