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BALFX vs FOBPX
BALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPX
American Funds American Balanced F1
Price$36.78
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
Tributary Balanced Instl Plus
Price$20.23
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets81.99M
BALFX vs FOBPX Comparison Chart in %
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BALFX vs. FOBPX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 251B vs. FOBPX (82M). BALFX pays higher dividends than FOBPX: BALFX (1.81) vs FOBPX (1.51). 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 : 5.62 vs. FOBPX (1.28). BALFX return over 5 years is better than : 38.50 vs. FOBPX (18.52).
| 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 | 7.870 | 4.066 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 82M | 306,098% |
| Annual Yield % from dividends | 1.81 | 1.51 | 120% |
| Returns for 1 year | 5.62 | 1.28 | 438% |
| Returns for 3 years | 35.15 | 21.65 | 162% |
| Returns for 5 years | 38.50 | 18.52 | 208% |
| Returns for 10 years | 61.80 | 28.01 | 221% |
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