BALCX
Price
$38.63
Change
-$0.15 (-0.39%)
Updated
Oct 9 closing price
Net Assets
269.72B
FOBAX
Price
$20.32
Change
+$0.07 (+0.35%)
Updated
Feb 2 closing price
Net Assets
82.49M
Interact to see
Advertisement

BALCX vs FOBAX

Header iconBALCX vs FOBAX Comparison
Open Charts BALCX vs FOBAXBanner chart's image
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 %
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
BALCXFOBAXBALCX / FOBAX
Total Expense Ratio1.310.91144%
Annual Report Gross Expense Ratio1.311.3299%
Fund Existence25 years30 years-
Gain YTD2.8531.397204%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets270B82.5M327,273%
Annual Yield % from dividends1.251.23102%
Returns for 1 year10.561.25844%
Returns for 3 years34.3220.51167%
Returns for 5 years32.6010.72304%
Returns for 10 years80.3341.52193%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
CRYPTO / NAMEPrice $Chg $Chg %
MOB.X0.2571470.037498
+17.07%
MobileCoin cryptocurrency
NU.X0.0256740.000981
+3.97%
NuCypher cryptocurrency
MBL.X0.0010860.000035
+3.31%
MovieBloc cryptocurrency
POLS.X0.0674620.000255
+0.38%
Polkastarter cryptocurrency
PENDLE.X1.564557N/A
N/A
Pendle cryptocurrency