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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Tributary Balanced Instl Plus
Price$19.82
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets83.89M
BALCX vs FOBPX Comparison Chart
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BALCX vs. FOBPX commentary
Jan 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 Buy and FOBPX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. FOBPX (83.9M). 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). BALCX (11.44) and FOBPX (11.37) have marching annual gain over last year. BALCX return over 5 years is better than : 25.92 vs. FOBPX (15.42).
| 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 | 1.938 | 1.174 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 83.9M | 286,055% |
| Annual Yield % from dividends | 1.59 | 1.39 | 114% |
| Returns for 1 year | 11.44 | 11.37 | 101% |
| Returns for 3 years | 10.59 | 5.69 | 186% |
| Returns for 5 years | 25.92 | 15.42 | 168% |
| Returns for 10 years | 49.96 | 32.80 | 152% |
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