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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$36.93
Change-$0.21 (-0.57%)
VolumeN/A
Net Assets253.92B
Tributary Balanced Instl
Price$20.91
Change+$0.20 (+0.97%)
VolumeN/A
Net Assets82.56M
BALFX vs FOBAX Comparison Chart in %
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BALFX vs. FOBAX commentary
Aug 06, 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 Buy and FOBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. FOBAX (82.6M). BALFX pays higher dividends than FOBAX: BALFX (1.79) vs FOBAX (1.22). BALFX was incepted earlier than FOBAX: BALFX (24 years) vs FOBAX (29 years). FOBAX (1.31) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 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 : 10.93 vs. FOBAX (6.01). BALFX return over 5 years is better than : 36.38 vs. FOBAX (17.04).
| BALFX | FOBAX | BALFX / FOBAX | |
| Total Expense Ratio | 0.61 | 0.95 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 1.31 | 47% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 8.310 | 5.418 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 82.6M | 307,506% |
| Annual Yield % from dividends | 1.79 | 1.22 | 147% |
| Returns for 1 year | 10.93 | 6.01 | 182% |
| Returns for 3 years | 30.77 | 18.40 | 167% |
| Returns for 5 years | 36.38 | 17.04 | 214% |
| Returns for 10 years | 64.23 | 30.60 | 210% |
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