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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Tributary Balanced Instl
Price$21.53
Change-$0.23 (-1.06%)
VolumeN/A
Net Assets82.69M
BALCX vs FOBAX Comparison Chart in %
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BALCX vs. FOBAX commentary
Nov 14, 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: 269B vs. FOBAX (82.7M). FOBAX pays higher dividends than BALCX: FOBAX (1.19) vs BALCX (1.10). 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 : 9.12 vs. FOBAX (4.12). BALCX return over 5 years is better than : 37.03 vs. FOBAX (17.09).
| 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 | 15.516 | 10.040 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 82.7M | 325,272% |
| Annual Yield % from dividends | 1.10 | 1.19 | 93% |
| Returns for 1 year | 9.12 | 4.12 | 221% |
| Returns for 3 years | 40.63 | 28.54 | 142% |
| Returns for 5 years | 37.03 | 17.09 | 217% |
| Returns for 10 years | 70.15 | 40.60 | 173% |
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