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BALFX vs FOBPX
BALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPX
American Funds American Balanced F1
Price$37.14
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets252.99B
Tributary Balanced Instl Plus
Price$20.58
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets82.86M
BALFX vs FOBPX Comparison Chart in %
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BALFX vs. FOBPX commentary
Aug 09, 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 FOBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 253B vs. FOBPX (82.9M). BALFX pays higher dividends than FOBPX: BALFX (1.79) vs FOBPX (1.49). BALFX was incepted earlier than FOBPX: BALFX (24 years) vs FOBPX (14 years). FOBPX (1.07) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). BALFX has a lower initial minimum investment than FOBPX: BALFX (250) vs FOBPX (5000000). BALFX annual gain was more profitable for investors over the last year : 10.13 vs. FOBPX (6.88). BALFX return over 5 years is better than : 36.92 vs. FOBPX (17.21).
| BALFX | FOBPX | BALFX / FOBPX | |
| Total Expense Ratio | 0.61 | 0.77 | 79% |
| Annual Report Gross Expense Ratio | 0.61 | 1.07 | 57% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 8.925 | 5.867 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 82.9M | 305,187% |
| Annual Yield % from dividends | 1.79 | 1.49 | 121% |
| Returns for 1 year | 10.13 | 6.88 | 147% |
| Returns for 3 years | 31.69 | 19.56 | 162% |
| Returns for 5 years | 36.92 | 17.21 | 215% |
| Returns for 10 years | 64.83 | 32.17 | 202% |
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