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BALFX vs FOBPX
BALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Tributary Balanced Instl Plus
Price$19.82
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets83.89M
BALFX vs FOBPX Comparison Chart
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BALFX vs. FOBPX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. FOBPX (83.9M). 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 : 12.25 vs. FOBPX (11.37). BALFX return over 5 years is better than : 29.72 vs. FOBPX (15.42).
| 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 | 1.953 | 1.174 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 83.9M | 286,055% |
| Annual Yield % from dividends | 2.21 | 1.39 | 159% |
| Returns for 1 year | 12.25 | 11.37 | 108% |
| Returns for 3 years | 12.28 | 5.69 | 216% |
| Returns for 5 years | 29.72 | 15.42 | 193% |
| Returns for 10 years | 55.85 | 32.80 | 170% |
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