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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Tributary Balanced Instl
Price$21.83
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets83.65M
BALCX vs FOBAX Comparison Chart in %
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BALCX vs. FOBAX commentary
Dec 04, 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 BALCX is a StrongBuy and FOBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FOBAX (83.6M). FOBAX pays higher dividends than BALCX: FOBAX (1.18) vs BALCX (1.08). BALCX was incepted earlier than FOBAX: BALCX (25 years) vs FOBAX (29 years). FOBAX (1.32) and BALCX (1.31) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). BALCX has a lower initial minimum investment than FOBAX: BALCX (250) vs FOBAX (1000). BALCX annual gain was more profitable for investors over the last year : 8.45 vs. FOBAX (2.96). BALCX return over 5 years is better than : 34.89 vs. FOBAX (15.44).
| BALCX | FOBAX | BALCX / FOBAX | |
| Total Expense Ratio | 1.31 | 0.91 | 144% |
| Annual Report Gross Expense Ratio | 1.31 | 1.32 | 99% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 15.810 | 9.888 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 83.6M | 321,770% |
| Annual Yield % from dividends | 1.08 | 1.18 | 92% |
| Returns for 1 year | 8.45 | 2.96 | 285% |
| Returns for 3 years | 37.32 | 25.51 | 146% |
| Returns for 5 years | 34.89 | 15.44 | 226% |
| Returns for 10 years | 66.76 | 37.16 | 180% |
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