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BALFX vs FOBPX
BALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPX
American Funds American Balanced F1
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
Tributary Balanced Instl Plus
Price$18.69
Change+$0.90 (+5.06%)
VolumeN/A
Net Assets72.61M
BALFX vs FOBPX Comparison Chart
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BALFX vs. FOBPX commentary
Apr 11, 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: 217B vs. FOBPX (72.6M). BALFX pays higher dividends than FOBPX: BALFX (1.95) vs FOBPX (1.55). BALFX was incepted earlier than FOBPX: BALFX (24 years) vs FOBPX (14 years). FOBPX (1.07) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. FOBPX (19.00). BALFX has a lower initial minimum investment than FOBPX: BALFX (250) vs FOBPX (5000000). FOBPX annual gain was more profitable for investors over the last year : -0.33 vs. BALFX (-3.61). BALFX return over 5 years is better than : 30.02 vs. FOBPX (20.74).
| BALFX | FOBPX | BALFX / FOBPX | |
| Total Expense Ratio | 0.62 | 0.77 | 81% |
| Annual Report Gross Expense Ratio | 0.62 | 1.07 | 58% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -6.950 | -4.259 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 72.6M | 298,898% |
| Annual Yield % from dividends | 1.95 | 1.55 | 126% |
| Returns for 1 year | -3.61 | -0.33 | 1,101% |
| Returns for 3 years | 4.96 | 2.90 | 171% |
| Returns for 5 years | 30.02 | 20.74 | 145% |
| Returns for 10 years | 39.80 | 17.50 | 227% |
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