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BALFX vs FOBAX
BALFX vs FOBAX Comparison
Open Charts BALFX vs FOBAX
American Funds American Balanced F1
Price$38.93
Change-$0.14 (-0.36%)
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.
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 : 11.35 vs. FOBAX (1.25). BALFX return over 5 years is better than : 36.63 vs. FOBAX (10.72).
| 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 | 30 years | - |
| Gain YTD | 2.884 | 1.397 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 82.5M | 327,273% |
| Annual Yield % from dividends | 1.86 | 1.23 | 152% |
| Returns for 1 year | 11.35 | 1.25 | 907% |
| Returns for 3 years | 37.26 | 20.51 | 182% |
| Returns for 5 years | 36.63 | 10.72 | 342% |
| Returns for 10 years | 88.76 | 41.52 | 214% |
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