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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$34.87
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
Tributary Balanced Instl
Price$19.77
Change-$0.24 (-1.20%)
VolumeN/A
Net Assets79.95M
BALFX vs FOBAX Comparison Chart
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BALFX vs. FOBAX commentary
May 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 Buy and FOBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. FOBAX (80M). BALFX pays higher dividends than FOBAX: BALFX (1.95) vs FOBAX (1.28). 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 (19.00). 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 : 4.27 vs. FOBAX (1.27). BALFX return over 5 years is better than : 37.79 vs. FOBAX (19.64).
| 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 | 1.881 | -0.679 | -277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 80M | 300,000% |
| Annual Yield % from dividends | 1.95 | 1.28 | 152% |
| Returns for 1 year | 4.27 | 1.27 | 337% |
| Returns for 3 years | 23.37 | 15.86 | 147% |
| Returns for 5 years | 37.79 | 19.64 | 192% |
| Returns for 10 years | 52.03 | 21.10 | 247% |