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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$38.09
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
Tributary Balanced Instl Plus
Price$21.03
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets83.51M
BALCX vs FOBPX Comparison Chart in %
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BALCX vs. FOBPX commentary
Sep 27, 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 Hold and FOBPX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. FOBPX (83.5M). FOBPX pays higher dividends than BALCX: FOBPX (1.47) vs BALCX (1.16). 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 : 7.33 vs. FOBPX (4.77). BALCX return over 5 years is better than : 39.74 vs. FOBPX (22.04).
| 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 | 12.273 | 8.585 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 83.5M | 314,970% |
| Annual Yield % from dividends | 1.16 | 1.47 | 79% |
| Returns for 1 year | 7.33 | 4.77 | 154% |
| Returns for 3 years | 47.41 | 33.83 | 140% |
| Returns for 5 years | 39.74 | 22.04 | 180% |
| Returns for 10 years | 74.74 | 44.48 | 168% |
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