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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Tributary Balanced Instl
Price$21.53
Change-$0.23 (-1.06%)
VolumeN/A
Net Assets82.69M
BALFX vs FOBAX Comparison Chart in %
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BALFX vs. FOBAX commentary
Nov 14, 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 BALFX is a Buy and FOBAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. FOBAX (82.7M). BALFX pays higher dividends than FOBAX: BALFX (1.70) vs FOBAX (1.19). BALFX was incepted earlier than FOBAX: BALFX (25 years) vs FOBAX (29 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 : 9.94 vs. FOBAX (4.12). BALFX return over 5 years is better than : 41.19 vs. FOBAX (17.09).
| BALFX | FOBAX | BALFX / FOBAX | |
| Total Expense Ratio | 0.61 | 0.91 | 67% |
| Annual Report Gross Expense Ratio | 0.61 | 1.32 | 46% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 16.221 | 10.040 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 82.7M | 325,272% |
| Annual Yield % from dividends | 1.70 | 1.19 | 143% |
| Returns for 1 year | 9.94 | 4.12 | 241% |
| Returns for 3 years | 43.43 | 28.54 | 152% |
| Returns for 5 years | 41.19 | 17.09 | 241% |
| Returns for 10 years | 77.81 | 40.60 | 192% |
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