Ad is loading...
Ad is loading...
BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$36.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Tributary Balanced Instl
Price$21.06
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALFX vs FOBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. FOBAX commentary
Nov 23, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 237B vs. FOBAX (85.1M). 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 : 20.75 vs. FOBAX (14.81). BALFX return over 5 years is better than : 36.18 vs. FOBAX (20.56).
| 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 | 14.881 | 15.615 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 85.1M | 278,496% |
| Annual Yield % from dividends | 2.21 | 1.15 | 193% |
| Returns for 1 year | 20.75 | 14.81 | 140% |
| Returns for 3 years | 12.01 | -0.74 | -1,618% |
| Returns for 5 years | 36.18 | 20.56 | 176% |
| Returns for 10 years | 50.75 | 22.39 | 227% |
View a ticker or compare two or three
VS
VS
Ad is loading...