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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$36.10
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Tributary Balanced Instl
Price$20.73
Change-$0.03 (-0.14%)
VolumeN/A
CapitalizationN/A
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BALFX vs FOBAX Comparison Chart
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BALFX vs. FOBAX 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 BALFX is a StrongBuy and FOBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. FOBAX (83.9M). BALFX pays higher dividends than FOBAX: BALFX (2.21) vs FOBAX (1.15). BALFX was incepted earlier than FOBAX: BALFX (24 years) vs FOBAX (28 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 : 24.37 vs. FOBAX (17.04). BALFX return over 5 years is better than : 38.99 vs. FOBAX (21.60).
| BALFX | FOBAX | BALFX / FOBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 13.997 | 13.803 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 83.9M | 281,287% |
| Annual Yield % from dividends | 2.21 | 1.15 | 193% |
| Returns for 1 year | 24.37 | 17.04 | 143% |
| Returns for 3 years | 14.75 | 1.99 | 740% |
| Returns for 5 years | 38.99 | 21.60 | 181% |
| Returns for 10 years | 53.86 | 24.15 | 223% |