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BALCX vs FOBAX
BALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAX
American Funds American Balanced C
Price$38.63
Change-$0.15 (-0.39%)
VolumeN/A
Net Assets269.72B
Tributary Balanced Instl
Price$20.32
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets82.49M
BALCX vs FOBAX Comparison Chart in %
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BALCX vs. FOBAX commentary
Feb 03, 2026
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 Hold and FOBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FOBAX (82.5M). BALCX (1.25) and FOBAX (1.23) have matching dividends . BALCX was incepted earlier than FOBAX: BALCX (25 years) vs FOBAX (30 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 : 10.56 vs. FOBAX (1.25). BALCX return over 5 years is better than : 32.60 vs. FOBAX (10.72).
| 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 | 30 years | - |
| Gain YTD | 2.853 | 1.397 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 82.5M | 327,273% |
| Annual Yield % from dividends | 1.25 | 1.23 | 102% |
| Returns for 1 year | 10.56 | 1.25 | 844% |
| Returns for 3 years | 34.32 | 20.51 | 167% |
| Returns for 5 years | 32.60 | 10.72 | 304% |
| Returns for 10 years | 80.33 | 41.52 | 193% |
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