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BALFX vs FOBPX
BALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Tributary Balanced Instl Plus
Price$21.14
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.56M
BALFX vs FOBPX Comparison Chart in %
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BALFX vs. FOBPX commentary
Oct 18, 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 FOBPX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 265B vs. FOBPX (83.6M). BALFX pays higher dividends than FOBPX: BALFX (1.72) vs FOBPX (1.45). BALFX was incepted earlier than FOBPX: BALFX (25 years) vs FOBPX (14 years). FOBPX (1.08) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). BALFX has a lower initial minimum investment than FOBPX: BALFX (250) vs FOBPX (5000000). BALFX annual gain was more profitable for investors over the last year : 8.67 vs. FOBPX (3.99). BALFX return over 5 years is better than : 41.92 vs. FOBPX (18.23).
| BALFX | FOBPX | BALFX / FOBPX | |
| Total Expense Ratio | 0.61 | 0.74 | 82% |
| Annual Report Gross Expense Ratio | 0.61 | 1.08 | 56% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 14.603 | 9.153 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 83.6M | 316,986% |
| Annual Yield % from dividends | 1.72 | 1.45 | 119% |
| Returns for 1 year | 8.67 | 3.99 | 217% |
| Returns for 3 years | 50.44 | 33.32 | 151% |
| Returns for 5 years | 41.92 | 18.23 | 230% |
| Returns for 10 years | 75.26 | 39.67 | 190% |
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