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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Tributary Balanced Instl
Price$20.22
Change-$0.19 (-0.93%)
VolumeN/A
Net Assets83.7M
BALFX vs FOBAX Comparison Chart
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BALFX vs. FOBAX 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 BALFX is a Hold and FOBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. FOBAX (83.7M). BALFX pays higher dividends than FOBAX: BALFX (2.21) vs FOBAX (1.15). BALFX was incepted earlier than FOBAX: BALFX (24 years) vs FOBAX (29 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. FOBAX (22.00). BALFX has a lower initial minimum investment than FOBAX: BALFX (250) vs FOBAX (1000). BALFX annual gain was more profitable for investors over the last year : 9.19 vs. FOBAX (7.09). BALFX return over 5 years is better than : 29.96 vs. FOBAX (14.07).
| BALFX | FOBAX | BALFX / FOBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 2.886 | 1.303 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 83.7M | 289,128% |
| Annual Yield % from dividends | 2.21 | 1.15 | 193% |
| Returns for 1 year | 9.19 | 7.09 | 130% |
| Returns for 3 years | 17.52 | 9.90 | 177% |
| Returns for 5 years | 29.96 | 14.07 | 213% |
| Returns for 10 years | 52.44 | 24.79 | 212% |
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