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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$36.59
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Tributary Balanced Instl
Price$21.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALFX vs FOBAX Comparison Chart
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BALFX vs. FOBAX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. FOBAX (85.9M). 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 : 22.60 vs. FOBAX (16.47). BALFX return over 5 years is better than : 36.58 vs. FOBAX (20.92).
| 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 | 15.544 | 16.219 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 85.9M | 279,395% |
| Annual Yield % from dividends | 2.21 | 1.15 | 193% |
| Returns for 1 year | 22.60 | 16.47 | 137% |
| Returns for 3 years | 11.86 | -0.36 | -3,290% |
| Returns for 5 years | 36.58 | 20.92 | 175% |
| Returns for 10 years | 53.02 | 24.23 | 219% |
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