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FBAFX vs FOBPX
FBAFX vs FOBPX Comparison
Open Charts FBAFX vs FOBPX
American Funds American Balanced 529-F-2
Price$38.94
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Tributary Balanced Instl Plus
Price$21.22
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets84.29M
FBAFX vs FOBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. FOBPX (84.3M). FBAFX pays higher dividends than FOBPX: FBAFX (1.97) vs FOBPX (1.45). FBAFX was incepted earlier than FOBPX: FBAFX (5 years) vs FOBPX (14 years). FOBPX (1.08) 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 : 10.27 vs. FOBPX (6.60).
| FBAFX | FOBPX | FBAFX / FOBPX | |
| Total Expense Ratio | 0.34 | 0.74 | 46% |
| Annual Report Gross Expense Ratio | 0.34 | 1.08 | 31% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 14.649 | 9.566 | 153% |
| 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 | 1.97 | 1.45 | 136% |
| Returns for 1 year | 10.27 | 6.60 | 156% |
| Returns for 3 years | 53.07 | 35.04 | 151% |
| Returns for 5 years | N/A | 19.62 | - |
| Returns for 10 years | N/A | 40.69 | - |
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