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BALFX vs FOBPX
BALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPX
American Funds American Balanced F1
Price$36.10
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Tributary Balanced Instl Plus
Price$20.37
Change-$0.02 (-0.10%)
VolumeN/A
CapitalizationN/A
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BALFX vs FOBPX Comparison Chart
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BALFX vs. FOBPX commentary
Sep 21, 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 FOBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. FOBPX (83.9M). BALFX pays higher dividends than FOBPX: BALFX (2.21) vs FOBPX (1.39). BALFX was incepted earlier than FOBPX: BALFX (24 years) vs FOBPX (13 years). BALFX is a more actively managed with annual turnover of: 171.00 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 : 24.37 vs. FOBPX (17.21). BALFX return over 5 years is better than : 38.99 vs. FOBPX (22.31).
| BALFX | FOBPX | BALFX / FOBPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 13.997 | 13.916 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 83.9M | 281,287% |
| Annual Yield % from dividends | 2.21 | 1.39 | 159% |
| Returns for 1 year | 24.37 | 17.21 | 142% |
| Returns for 3 years | 14.75 | 2.29 | 645% |
| Returns for 5 years | 38.99 | 22.31 | 175% |
| Returns for 10 years | 53.86 | 25.37 | 212% |
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