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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets252.99B
Tributary Balanced Instl Plus
Price$20.58
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets82.86M
BALCX vs FOBPX Comparison Chart in %
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BALCX vs. FOBPX commentary
Aug 09, 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 FOBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 253B vs. FOBPX (82.9M). FOBPX pays higher dividends than BALCX: FOBPX (1.49) vs BALCX (1.18). 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 : 9.31 vs. FOBPX (6.88). BALCX return over 5 years is better than : 32.91 vs. FOBPX (17.21).
| 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 | 8.450 | 5.867 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 82.9M | 305,187% |
| Annual Yield % from dividends | 1.18 | 1.49 | 79% |
| Returns for 1 year | 9.31 | 6.88 | 135% |
| Returns for 3 years | 29.24 | 19.56 | 149% |
| Returns for 5 years | 32.91 | 17.21 | 191% |
| Returns for 10 years | 57.99 | 32.17 | 180% |
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