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BALFX vs FOBPX
BALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Tributary Balanced Instl Plus
Price$19.61
Change-$0.40 (-2.00%)
VolumeN/A
CapitalizationN/A
BALFX vs FOBPX Comparison Chart
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BALFX vs. FOBPX commentary
Dec 19, 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 Hold and FOBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. FOBPX (83.2M). 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). FOBPX annual gain was more profitable for investors over the last year : 13.19 vs. BALFX (12.54). BALFX return over 5 years is better than : 32.57 vs. FOBPX (19.95).
| 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 | 11.522 | 12.378 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 83.2M | 289,663% |
| Annual Yield % from dividends | 2.21 | 1.39 | 159% |
| Returns for 1 year | 12.54 | 13.19 | 95% |
| Returns for 3 years | 11.70 | 4.98 | 235% |
| Returns for 5 years | 32.57 | 19.95 | 163% |
| Returns for 10 years | 46.34 | 21.65 | 214% |
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