Interact to see
Advertisement
Advertisement
BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Tributary Balanced Instl
Price$21.55
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.56M
BALCX vs FOBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FOBAX commentary
Oct 19, 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 Buy and FOBAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. FOBAX (83.6M). FOBAX pays higher dividends than BALCX: FOBAX (1.20) vs BALCX (1.12). 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 : 7.88 vs. FOBAX (3.91). BALCX return over 5 years is better than : 37.80 vs. FOBAX (17.64).
| 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 | 13.983 | 8.978 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 83.6M | 318,182% |
| Annual Yield % from dividends | 1.12 | 1.20 | 93% |
| Returns for 1 year | 7.88 | 3.91 | 202% |
| Returns for 3 years | 47.51 | 32.90 | 144% |
| Returns for 5 years | 37.80 | 17.64 | 214% |
| Returns for 10 years | 67.75 | 38.18 | 177% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement