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BALFX vs FOBPX
BALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPX
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Tributary Balanced Instl Plus
Price$19.81
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets80.28M
BALFX vs FOBPX Comparison Chart
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BALFX vs. FOBPX commentary
Jun 07, 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: 243B vs. FOBPX (80.3M). BALFX pays higher dividends than FOBPX: BALFX (1.88) vs FOBPX (1.51). BALFX was incepted earlier than FOBPX: BALFX (24 years) vs FOBPX (14 years). FOBPX (1.07) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (19.00). 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 : 7.08 vs. FOBPX (2.57). BALFX return over 5 years is better than : 34.60 vs. FOBPX (16.81).
| BALFX | FOBPX | BALFX / FOBPX | |
| Total Expense Ratio | 0.61 | 0.77 | 79% |
| Annual Report Gross Expense Ratio | 0.61 | 1.07 | 57% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.688 | 1.479 | 317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 80.3M | 302,615% |
| Annual Yield % from dividends | 1.88 | 1.51 | 125% |
| Returns for 1 year | 7.08 | 2.57 | 275% |
| Returns for 3 years | 22.12 | 14.06 | 157% |
| Returns for 5 years | 34.60 | 16.81 | 206% |
| Returns for 10 years | 59.06 | 26.40 | 224% |
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