Interact to see
Advertisement
Advertisement
BALFX vs FOBPX
BALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPX
American Funds American Balanced F1
Price$38.67
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets262.74B
Tributary Balanced Instl Plus
Price$20.91
Change-$0.10 (-0.48%)
VolumeN/A
Net Assets82.26M
BALFX vs FOBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. FOBPX commentary
Nov 20, 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 Hold and FOBPX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. FOBPX (82.3M). BALFX pays higher dividends than FOBPX: BALFX (1.70) vs FOBPX (1.44). BALFX was incepted earlier than FOBPX: BALFX (25 years) vs FOBPX (14 years). FOBPX (1.08) 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 : 8.79 vs. FOBPX (3.31). BALFX return over 5 years is better than : 37.92 vs. FOBPX (15.25).
| BALFX | FOBPX | BALFX / FOBPX | |
| Total Expense Ratio | 0.61 | 0.74 | 82% |
| Annual Report Gross Expense Ratio | 0.61 | 1.08 | 56% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 13.721 | 7.966 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 82.3M | 319,563% |
| Annual Yield % from dividends | 1.70 | 1.44 | 118% |
| Returns for 1 year | 8.79 | 3.31 | 266% |
| Returns for 3 years | 40.54 | 26.60 | 152% |
| Returns for 5 years | 37.92 | 15.25 | 249% |
| Returns for 10 years | 70.45 | 36.46 | 193% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement