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BALCX vs FOBPX
BALCX vs FOBPX Comparison
Open Charts BALCX vs FOBPX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Tributary Balanced Instl Plus
Price$19.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets82.81M
BALCX vs FOBPX Comparison Chart in %
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BALCX vs. FOBPX commentary
Dec 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 StrongBuy and FOBPX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FOBPX (82.8M). 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 : 8.47 vs. FOBPX (0.64). BALCX return over 5 years is better than : 30.89 vs. FOBPX (11.95).
| 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 | 10.092 | 2.131 | 474% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 82.8M | 324,879% |
| Annual Yield % from dividends | 1.08 | 1.43 | 76% |
| Returns for 1 year | 8.47 | 0.64 | 1,320% |
| Returns for 3 years | 35.24 | 26.25 | 134% |
| Returns for 5 years | 30.89 | 11.95 | 259% |
| Returns for 10 years | 65.54 | 33.12 | 198% |
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