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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Tributary Balanced Instl Plus
Price$21.14
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.56M
BALCX vs FOBPX Comparison Chart in %
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BALCX vs. FOBPX commentary
Oct 18, 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 FOBPX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 265B vs. FOBPX (83.6M). FOBPX pays higher dividends than BALCX: FOBPX (1.45) vs BALCX (1.12). BALCX was incepted earlier than FOBPX: BALCX (25 years) vs FOBPX (14 years). BALCX (1.31) is less costly to investors than FOBPX (1.08). BALCX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). BALCX has a lower initial minimum investment than FOBPX: BALCX (250) vs FOBPX (5000000). BALCX annual gain was more profitable for investors over the last year : 7.88 vs. FOBPX (3.99). BALCX return over 5 years is better than : 37.80 vs. FOBPX (18.23).
| BALCX | FOBPX | BALCX / FOBPX | |
| Total Expense Ratio | 1.31 | 0.74 | 177% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 13.983 | 9.153 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 83.6M | 316,986% |
| Annual Yield % from dividends | 1.12 | 1.45 | 77% |
| Returns for 1 year | 7.88 | 3.99 | 198% |
| Returns for 3 years | 47.51 | 33.32 | 143% |
| Returns for 5 years | 37.80 | 18.23 | 207% |
| Returns for 10 years | 67.75 | 39.67 | 171% |
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