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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Tributary Balanced Instl Plus
Price$19.85
Change-$0.20 (-1.00%)
VolumeN/A
Net Assets83.7M
BALCX vs FOBPX Comparison Chart
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BALCX vs. FOBPX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. FOBPX (83.7M). 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 annual gain was more profitable for investors over the last year : 8.38 vs. FOBPX (7.21). BALCX return over 5 years is better than : 26.14 vs. FOBPX (14.65).
| 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 | 2.790 | 1.327 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 83.7M | 289,128% |
| Annual Yield % from dividends | 1.59 | 1.39 | 114% |
| Returns for 1 year | 8.38 | 7.21 | 116% |
| Returns for 3 years | 15.69 | 10.19 | 154% |
| Returns for 5 years | 26.14 | 14.65 | 178% |
| Returns for 10 years | 46.66 | 25.92 | 180% |
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