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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$35.86
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Tributary Balanced Instl Plus
Price$20.37
Change-$0.02 (-0.10%)
VolumeN/A
CapitalizationN/A
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BALCX vs FOBPX Comparison Chart
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BALCX vs. FOBPX commentary
Sep 21, 2024
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 StrongBuy and FOBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B 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 annual gain was more profitable for investors over the last year : 23.52 vs. FOBPX (17.21). BALCX return over 5 years is better than : 35.07 vs. FOBPX (22.31).
| 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 | 13.447 | 13.916 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 83.9M | 281,287% |
| Annual Yield % from dividends | 1.59 | 1.39 | 114% |
| Returns for 1 year | 23.52 | 17.21 | 137% |
| Returns for 3 years | 13.04 | 2.29 | 570% |
| Returns for 5 years | 35.07 | 22.31 | 157% |
| Returns for 10 years | 48.00 | 25.37 | 189% |
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