BALFX
Price
$35.29
Change
-$0.35 (-0.98%)
Updated
Feb 21 closing price
Net Assets
242.17B
FOBPX
Price
$19.85
Change
-$0.20 (-1.00%)
Updated
Feb 21 closing price
Net Assets
83.7M
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BALFX vs FOBPX

Header iconBALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPXBanner chart's image
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Tributary Balanced Instl Plus
Price$19.85
Change-$0.20 (-1.00%)
VolumeN/A
Net Assets83.7M
BALFX vs FOBPX Comparison Chart
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BALFX vs. FOBPX commentary
Feb 23, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. FOBPX (83.7M). 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 : 9.19 vs. FOBPX (7.21). BALFX return over 5 years is better than : 29.96 vs. FOBPX (14.65).
BALFXFOBPXBALFX / FOBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years13 years-
Gain YTD2.8861.327217%
Front LoadN/AN/A-
Min. Initial Investment25050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets242B83.7M289,128%
Annual Yield % from dividends2.211.39159%
Returns for 1 year9.197.21127%
Returns for 3 years17.5210.19172%
Returns for 5 years29.9614.65205%
Returns for 10 years52.4425.92202%
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