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FBAFX vs FOBPX
FBAFX vs FOBPX Comparison
Open Charts FBAFX vs FOBPX
American Funds American Balanced 529-F-2
Price$34.45
Change+$0.30 (+0.88%)
VolumeN/A
Net Assets234.89B
Tributary Balanced Instl Plus
Price$19.16
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets78.24M
FBAFX vs FOBPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 235B vs. FOBPX (78.2M). FBAFX pays higher dividends than FOBPX: FBAFX (2.22) vs FOBPX (1.56). 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 (19.00). 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 : 7.19 vs. FOBPX (3.98).
| 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 | 0.724 | -1.851 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 78.2M | 300,512% |
| Annual Yield % from dividends | 2.22 | 1.56 | 143% |
| Returns for 1 year | 7.19 | 3.98 | 181% |
| Returns for 3 years | 21.16 | 10.69 | 198% |
| Returns for 5 years | N/A | 22.51 | - |
| Returns for 10 years | N/A | 23.17 | - |
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