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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$34.14
Change+$0.30 (+0.89%)
VolumeN/A
Net Assets234.89B
Tributary Balanced Instl Plus
Price$19.16
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets78.24M
BALCX vs FOBPX Comparison Chart
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BALCX vs. FOBPX commentary
May 06, 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: 235B vs. FOBPX (78.2M). FOBPX pays higher dividends than BALCX: FOBPX (1.56) vs BALCX (1.29). 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 (19.00). 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 : 6.13 vs. FOBPX (3.98). BALCX return over 5 years is better than : 34.84 vs. FOBPX (22.51).
| 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 | 0.398 | -1.851 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 78.2M | 300,512% |
| Annual Yield % from dividends | 1.29 | 1.56 | 83% |
| Returns for 1 year | 6.13 | 3.98 | 154% |
| Returns for 3 years | 16.90 | 10.69 | 158% |
| Returns for 5 years | 34.84 | 22.51 | 155% |
| Returns for 10 years | 45.44 | 23.17 | 196% |
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