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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$35.35
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
Tributary Balanced Instl
Price$20.38
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets84.41M
BALFX vs FOBAX Comparison Chart
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BALFX vs. FOBAX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. FOBAX (84.4M). 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 : 12.41 vs. FOBAX (11.02). BALFX return over 5 years is better than : 31.58 vs. FOBAX (16.42).
| 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 | 3.061 | 2.104 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 84.4M | 286,730% |
| Annual Yield % from dividends | 2.21 | 1.15 | 193% |
| Returns for 1 year | 12.41 | 11.02 | 113% |
| Returns for 3 years | 15.85 | 8.88 | 178% |
| Returns for 5 years | 31.58 | 16.42 | 192% |
| Returns for 10 years | 56.09 | 31.00 | 181% |
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