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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Tributary Balanced Instl Plus
Price$21.41
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets83.65M
BALCX vs FOBPX Comparison Chart in %
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BALCX vs. FOBPX commentary
Dec 04, 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 StrongBuy and FOBPX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FOBPX (83.6M). FOBPX pays higher dividends than BALCX: FOBPX (1.43) vs BALCX (1.08). 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 : 8.45 vs. FOBPX (3.08). BALCX return over 5 years is better than : 34.89 vs. FOBPX (16.00).
| 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 | 15.810 | 10.083 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 83.6M | 321,770% |
| Annual Yield % from dividends | 1.08 | 1.43 | 76% |
| Returns for 1 year | 8.45 | 3.08 | 274% |
| Returns for 3 years | 37.32 | 25.95 | 144% |
| Returns for 5 years | 34.89 | 16.00 | 218% |
| Returns for 10 years | 66.76 | 38.65 | 173% |
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