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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$36.48
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
Tributary Balanced Instl
Price$20.47
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets81.66M
BALFX vs FOBAX Comparison Chart in %
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BALFX vs. FOBAX commentary
Jun 28, 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: 249B vs. FOBAX (81.7M). BALFX pays higher dividends than FOBAX: BALFX (1.88) vs FOBAX (1.24). 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 : 7.55 vs. FOBAX (2.75). BALFX return over 5 years is better than : 42.93 vs. FOBAX (22.35).
| 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 | 6.990 | 3.200 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249B | 81.7M | 304,774% |
| Annual Yield % from dividends | 1.88 | 1.24 | 152% |
| Returns for 1 year | 7.55 | 2.75 | 274% |
| Returns for 3 years | 34.00 | 22.04 | 154% |
| Returns for 5 years | 42.93 | 22.35 | 192% |
| Returns for 10 years | 63.82 | 27.34 | 233% |
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