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FBAFX vs FOBAX
FBAFX vs FOBAX Comparison
Open Charts FBAFX vs FOBAX
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Tributary Balanced Instl
Price$21.10
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets83.16M
FBAFX vs FOBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. FOBAX (83.2M). FBAFX pays higher dividends than FOBAX: FBAFX (2.04) vs FOBAX (1.22). FBAFX was incepted earlier than FOBAX: FBAFX (5 years) vs FOBAX (29 years). FOBAX (1.31) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). FBAFX has a lower initial minimum investment than FOBAX: FBAFX (250) vs FOBAX (1000). FBAFX annual gain was more profitable for investors over the last year : 8.23 vs. FOBAX (4.93).
| FBAFX | FOBAX | FBAFX / FOBAX | |
| Total Expense Ratio | 0.34 | 0.95 | 36% |
| Annual Report Gross Expense Ratio | 0.34 | 1.31 | 26% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 9.918 | 6.376 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 83.2M | 307,692% |
| Annual Yield % from dividends | 2.04 | 1.22 | 167% |
| Returns for 1 year | 8.23 | 4.93 | 167% |
| Returns for 3 years | 31.57 | 16.86 | 187% |
| Returns for 5 years | N/A | 17.35 | - |
| Returns for 10 years | N/A | 31.11 | - |
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