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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$39.19
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Tributary Balanced Instl Plus
Price$21.35
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets83.61M
BALCX vs FOBPX Comparison Chart in %
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BALCX vs. FOBPX commentary
Nov 13, 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: 268B vs. FOBPX (83.6M). FOBPX pays higher dividends than BALCX: FOBPX (1.44) vs BALCX (1.10). 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 : 9.12 vs. FOBPX (4.22). BALCX return over 5 years is better than : 37.03 vs. FOBPX (17.67).
| 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 | 15.516 | 10.238 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 83.6M | 320,574% |
| Annual Yield % from dividends | 1.10 | 1.44 | 77% |
| Returns for 1 year | 9.12 | 4.22 | 216% |
| Returns for 3 years | 40.63 | 28.89 | 141% |
| Returns for 5 years | 37.03 | 17.67 | 210% |
| Returns for 10 years | 70.15 | 42.14 | 166% |
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