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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$39.00
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets265.73B
Tributary Balanced Instl
Price$21.68
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets84.18M
BALFX vs FOBAX Comparison Chart in %
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BALFX vs. FOBAX commentary
Oct 07, 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: 266B vs. FOBAX (84.2M). BALFX pays higher dividends than FOBAX: BALFX (1.72) vs FOBAX (1.20). BALFX was incepted earlier than FOBAX: BALFX (25 years) vs FOBAX (29 years). FOBAX (1.32) 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 : 9.60 vs. FOBAX (6.05). BALFX return over 5 years is better than : 43.49 vs. FOBAX (20.04).
| BALFX | FOBAX | BALFX / FOBAX | |
| Total Expense Ratio | 0.61 | 0.91 | 67% |
| Annual Report Gross Expense Ratio | 0.61 | 1.32 | 46% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 14.692 | 9.636 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 84.2M | 315,914% |
| Annual Yield % from dividends | 1.72 | 1.20 | 144% |
| Returns for 1 year | 9.60 | 6.05 | 159% |
| Returns for 3 years | 51.39 | 34.90 | 147% |
| Returns for 5 years | 43.49 | 20.04 | 217% |
| Returns for 10 years | 76.84 | 39.42 | 195% |
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