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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$39.95
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets271.11B
Tributary Balanced Instl
Price$21.83
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets83.7M
BALFX vs FOBAX Comparison Chart in %
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BALFX vs. FOBAX commentary
Nov 30, 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 StrongBuy and FOBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 271B vs. FOBAX (83.7M). BALFX pays higher dividends than FOBAX: BALFX (1.67) vs FOBAX (1.18). 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 : 10.86 vs. FOBAX (3.97). BALFX return over 5 years is better than : 40.85 vs. FOBAX (16.33).
| 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 | 17.485 | 10.394 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 83.7M | 323,775% |
| Annual Yield % from dividends | 1.67 | 1.18 | 141% |
| Returns for 1 year | 10.86 | 3.97 | 274% |
| Returns for 3 years | 44.44 | 29.03 | 153% |
| Returns for 5 years | 40.85 | 16.33 | 250% |
| Returns for 10 years | 74.97 | 37.32 | 201% |
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