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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Tributary Balanced Instl Plus
Price$19.83
Change-$1.40 (-6.59%)
VolumeN/A
Net Assets82.49M
BALCX vs FOBPX Comparison Chart in %
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BALCX vs. FOBPX commentary
Feb 04, 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 FOBPX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FOBPX (82.5M). FOBPX pays higher dividends than BALCX: FOBPX (1.49) vs BALCX (1.25). 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 : 10.51 vs. FOBPX (1.63). BALCX return over 5 years is better than : 31.49 vs. FOBPX (9.84).
| 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 | 2.396 | 1.070 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 82.5M | 327,273% |
| Annual Yield % from dividends | 1.25 | 1.49 | 84% |
| Returns for 1 year | 10.51 | 1.63 | 644% |
| Returns for 3 years | 33.72 | 20.40 | 165% |
| Returns for 5 years | 31.49 | 9.84 | 320% |
| Returns for 10 years | 79.52 | 42.59 | 187% |
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