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BALFX vs FOBPX
BALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPX
American Funds American Balanced F1
Price$38.90
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Tributary Balanced Instl Plus
Price$21.22
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets84.29M
BALFX vs FOBPX Comparison Chart in %
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BALFX vs. FOBPX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. FOBPX (84.3M). BALFX pays higher dividends than FOBPX: BALFX (1.72) vs FOBPX (1.45). 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 : 9.95 vs. FOBPX (6.60). BALFX return over 5 years is better than : 42.29 vs. FOBPX (19.62).
| 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 | 14.398 | 9.566 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 84.3M | 315,540% |
| Annual Yield % from dividends | 1.72 | 1.45 | 119% |
| Returns for 1 year | 9.95 | 6.60 | 151% |
| Returns for 3 years | 51.00 | 35.04 | 146% |
| Returns for 5 years | 42.29 | 19.62 | 216% |
| Returns for 10 years | 76.38 | 40.69 | 188% |
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