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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$36.49
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Tributary Balanced Instl Plus
Price$20.23
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets81.99M
BALCX vs FOBPX Comparison Chart in %
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BALCX vs. FOBPX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 251B vs. FOBPX (82M). FOBPX pays higher dividends than BALCX: FOBPX (1.51) vs BALCX (1.19). 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 : 4.86 vs. FOBPX (1.28). BALCX return over 5 years is better than : 34.42 vs. FOBPX (18.52).
| 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 | 7.449 | 4.066 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 82M | 306,098% |
| Annual Yield % from dividends | 1.19 | 1.51 | 79% |
| Returns for 1 year | 4.86 | 1.28 | 378% |
| Returns for 3 years | 32.64 | 21.65 | 151% |
| Returns for 5 years | 34.42 | 18.52 | 186% |
| Returns for 10 years | 55.09 | 28.01 | 197% |
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