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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$37.57
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
Tributary Balanced Instl
Price$21.23
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.1M
BALFX vs FOBAX Comparison Chart in %
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BALFX vs. FOBAX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 255B vs. FOBAX (83.1M). BALFX pays higher dividends than FOBAX: BALFX (1.79) vs FOBAX (1.22). BALFX was incepted earlier than FOBAX: BALFX (24 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 : 7.26 vs. FOBAX (4.35). BALFX return over 5 years is better than : 36.77 vs. FOBAX (15.56).
| BALFX | FOBAX | BALFX / FOBAX | |
| Total Expense Ratio | 0.61 | 0.91 | 67% |
| Annual Report Gross Expense Ratio | 0.61 | 1.32 | 46% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 10.187 | 7.032 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 83.1M | 306,859% |
| Annual Yield % from dividends | 1.79 | 1.22 | 147% |
| Returns for 1 year | 7.26 | 4.35 | 167% |
| Returns for 3 years | 34.40 | 22.22 | 155% |
| Returns for 5 years | 36.77 | 15.56 | 236% |
| Returns for 10 years | 72.29 | 36.27 | 199% |
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