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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$32.84
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets226.04B
Tributary Balanced Instl Plus
Price$18.47
Change+$0.16 (+0.87%)
VolumeN/A
Net Assets75.31M
BALCX vs FOBPX Comparison Chart
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BALCX vs. FOBPX commentary
Apr 15, 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: 226B vs. FOBPX (75.3M). FOBPX pays higher dividends than BALCX: FOBPX (1.55) vs BALCX (1.28). BALCX was incepted earlier than FOBPX: BALCX (24 years) vs FOBPX (14 years). BALCX (1.32) is less costly to investors than FOBPX (1.07). BALCX is a more actively managed with annual turnover of: 171.00 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 : 0.12 vs. FOBPX (-1.09). BALCX return over 5 years is better than : 31.24 vs. FOBPX (19.32).
| BALCX | FOBPX | BALCX / FOBPX | |
| Total Expense Ratio | 1.32 | 0.77 | 171% |
| Annual Report Gross Expense Ratio | 1.32 | 1.07 | 123% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -3.425 | -5.386 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226B | 75.3M | 300,133% |
| Annual Yield % from dividends | 1.28 | 1.55 | 83% |
| Returns for 1 year | 0.12 | -1.09 | -11% |
| Returns for 3 years | 8.46 | 2.94 | 288% |
| Returns for 5 years | 31.24 | 19.32 | 162% |
| Returns for 10 years | 39.73 | 16.38 | 243% |