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FBAFX vs FOBPX
FBAFX vs FOBPX Comparison
Open Charts FBAFX vs FOBPX
American Funds American Balanced 529-F-2
Price$37.18
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets252.99B
Tributary Balanced Instl Plus
Price$20.58
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets82.86M
FBAFX vs FOBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 253B vs. FOBPX (82.9M). FBAFX pays higher dividends than FOBPX: FBAFX (2.04) vs FOBPX (1.49). FBAFX was incepted earlier than FOBPX: FBAFX (5 years) vs FOBPX (14 years). FOBPX (1.07) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). FBAFX has a lower initial minimum investment than FOBPX: FBAFX (250) vs FOBPX (5000000). FBAFX annual gain was more profitable for investors over the last year : 10.42 vs. FOBPX (6.88).
| FBAFX | FOBPX | FBAFX / FOBPX | |
| Total Expense Ratio | 0.34 | 0.77 | 44% |
| Annual Report Gross Expense Ratio | 0.34 | 1.07 | 32% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 9.097 | 5.867 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 82.9M | 305,187% |
| Annual Yield % from dividends | 2.04 | 1.49 | 137% |
| Returns for 1 year | 10.42 | 6.88 | 151% |
| Returns for 3 years | 33.83 | 19.56 | 173% |
| Returns for 5 years | N/A | 17.21 | - |
| Returns for 10 years | N/A | 32.17 | - |