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FBAFX vs FOBAX
FBAFX vs FOBAX Comparison
Open Charts FBAFX vs FOBAX
American Funds American Balanced 529-F-2
Price$40.01
Change+$0.20 (+0.50%)
VolumeN/A
Net Assets271.11B
Tributary Balanced Instl
Price$21.83
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets83.7M
FBAFX vs FOBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 271B vs. FOBAX (83.7M). FBAFX pays higher dividends than FOBAX: FBAFX (1.90) vs FOBAX (1.18). FBAFX was incepted earlier than FOBAX: FBAFX (5 years) vs FOBAX (29 years). FOBAX (1.32) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). FBAFX has a lower initial minimum investment than FOBAX: FBAFX (250) vs FOBAX (1000). FBAFX annual gain was more profitable for investors over the last year : 11.18 vs. FOBAX (3.97). FBAFX return over 5 years is better than : 44.66 vs. FOBAX (16.33).
| FBAFX | FOBAX | FBAFX / FOBAX | |
| Total Expense Ratio | 0.34 | 0.91 | 37% |
| Annual Report Gross Expense Ratio | 0.34 | 1.32 | 26% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 17.799 | 10.394 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 83.7M | 323,775% |
| Annual Yield % from dividends | 1.90 | 1.18 | 161% |
| Returns for 1 year | 11.18 | 3.97 | 282% |
| Returns for 3 years | 46.45 | 29.03 | 160% |
| Returns for 5 years | 44.66 | 16.33 | 274% |
| Returns for 10 years | N/A | 37.32 | - |
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