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BALFX vs FOBPX
BALFX vs FOBPX Comparison
Open Charts BALFX vs FOBPX
American Funds American Balanced F1
Price$39.52
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Tributary Balanced Instl Plus
Price$21.35
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets83.61M
BALFX vs FOBPX Comparison Chart in %
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BALFX vs. FOBPX commentary
Nov 13, 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: 268B vs. FOBPX (83.6M). BALFX pays higher dividends than FOBPX: BALFX (1.70) vs FOBPX (1.44). 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 : 9.94 vs. FOBPX (4.22). BALFX return over 5 years is better than : 41.19 vs. FOBPX (17.67).
| 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 | 16.221 | 10.238 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 83.6M | 320,574% |
| Annual Yield % from dividends | 1.70 | 1.44 | 118% |
| Returns for 1 year | 9.94 | 4.22 | 236% |
| Returns for 3 years | 43.43 | 28.89 | 150% |
| Returns for 5 years | 41.19 | 17.67 | 233% |
| Returns for 10 years | 77.81 | 42.14 | 185% |
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