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BALFX vs FOBPX
BALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Tributary Balanced Instl Plus
Price$19.83
Change-$1.40 (-6.59%)
VolumeN/A
Net Assets82.49M
BALFX vs FOBPX Comparison Chart in %
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BALFX vs. FOBPX commentary
Feb 04, 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 FOBPX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. FOBPX (82.5M). BALFX pays higher dividends than FOBPX: BALFX (1.86) vs FOBPX (1.49). 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 : 11.33 vs. FOBPX (1.63). BALFX return over 5 years is better than : 35.49 vs. FOBPX (9.84).
| 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 | 2.457 | 1.070 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 82.5M | 327,273% |
| Annual Yield % from dividends | 1.86 | 1.49 | 125% |
| Returns for 1 year | 11.33 | 1.63 | 694% |
| Returns for 3 years | 36.69 | 20.40 | 180% |
| Returns for 5 years | 35.49 | 9.84 | 361% |
| Returns for 10 years | 87.98 | 42.59 | 207% |
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