BALFX
Price
$38.53
Change
+$0.10 (+0.26%)
Updated
Feb 2 closing price
Net Assets
269.72B
FOBAX
Price
$20.32
Change
+$0.07 (+0.35%)
Updated
Feb 2 closing price
Net Assets
82.49M
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BALFX vs FOBAX

Header iconBALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAXBanner chart's image
American Funds American Balanced F1
Price$38.53
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets269.72B
Tributary Balanced Instl
Price$20.32
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets82.49M
BALFX vs FOBAX Comparison Chart in %
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BALFX vs. FOBAX commentary
Feb 03, 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 BALFX is a Hold and FOBAX is a Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. FOBAX (82.5M). BALFX pays higher dividends than FOBAX: BALFX (1.86) vs FOBAX (1.23). BALFX was incepted earlier than FOBAX: BALFX (25 years) vs FOBAX (30 years). FOBAX (1.32) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). BALFX has a lower initial minimum investment than FOBAX: BALFX (250) vs FOBAX (1000). BALFX annual gain was more profitable for investors over the last year : 10.84 vs. FOBAX (1.25). BALFX return over 5 years is better than : 38.64 vs. FOBAX (10.72).
BALFXFOBAXBALFX / FOBAX
Total Expense Ratio0.610.9167%
Annual Report Gross Expense Ratio0.611.3246%
Fund Existence25 years30 years-
Gain YTD2.6171.397187%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets270B82.5M327,273%
Annual Yield % from dividends1.861.23152%
Returns for 1 year10.841.25866%
Returns for 3 years37.0420.51181%
Returns for 5 years38.6410.72360%
Returns for 10 years87.3741.52210%
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