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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$32.73
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Tributary Balanced Instl
Price$18.65
Change-$0.39 (-2.05%)
VolumeN/A
Net Assets76.27M
BALFX vs FOBAX Comparison Chart
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BALFX vs. FOBAX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 229B vs. FOBAX (76.3M). 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 (0.62). BALFX is a more actively managed with annual turnover of: 171.00 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 : 2.30 vs. FOBAX (-1.64). BALFX return over 5 years is better than : 36.63 vs. FOBAX (17.69).
| BALFX | FOBAX | BALFX / FOBAX | |
| Total Expense Ratio | 0.62 | 0.95 | 65% |
| Annual Report Gross Expense Ratio | 0.62 | 1.31 | 47% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | -2.213 | -6.306 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 76.3M | 300,131% |
| Annual Yield % from dividends | 1.95 | 1.28 | 153% |
| Returns for 1 year | 2.30 | -1.64 | -141% |
| Returns for 3 years | 11.36 | 1.59 | 713% |
| Returns for 5 years | 36.63 | 17.69 | 207% |
| Returns for 10 years | 47.33 | 14.05 | 337% |