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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Tributary Balanced Instl Plus
Price$21.22
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets84.29M
BALCX vs FOBPX Comparison Chart in %
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BALCX vs. FOBPX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. FOBPX (84.3M). FOBPX pays higher dividends than BALCX: FOBPX (1.45) vs BALCX (1.12). 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 : 9.16 vs. FOBPX (6.60). BALCX return over 5 years is better than : 38.15 vs. FOBPX (19.62).
| 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 | 13.806 | 9.566 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 84.3M | 315,540% |
| Annual Yield % from dividends | 1.12 | 1.45 | 77% |
| Returns for 1 year | 9.16 | 6.60 | 139% |
| Returns for 3 years | 48.04 | 35.04 | 137% |
| Returns for 5 years | 38.15 | 19.62 | 194% |
| Returns for 10 years | 68.87 | 40.69 | 169% |
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