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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Tributary Balanced Instl
Price$21.55
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.56M
BALFX vs FOBAX Comparison Chart in %
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BALFX vs. FOBAX commentary
Oct 19, 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: 265B vs. FOBAX (83.6M). BALFX pays higher dividends than FOBAX: BALFX (1.72) vs FOBAX (1.20). 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 : 8.67 vs. FOBAX (3.91). BALFX return over 5 years is better than : 41.92 vs. FOBAX (17.64).
| 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 | 14.603 | 8.978 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 83.6M | 316,986% |
| Annual Yield % from dividends | 1.72 | 1.20 | 144% |
| Returns for 1 year | 8.67 | 3.91 | 222% |
| Returns for 3 years | 50.44 | 32.90 | 153% |
| Returns for 5 years | 41.92 | 17.64 | 238% |
| Returns for 10 years | 75.26 | 38.18 | 197% |
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