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FBAFX vs FOBAX
FBAFX vs FOBAX Comparison
Open Charts FBAFX vs FOBAX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Tributary Balanced Instl
Price$20.68
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets82.62M
FBAFX vs FOBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. FOBAX (82.6M). FBAFX pays higher dividends than FOBAX: FBAFX (2.06) vs FOBAX (1.24). 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 (19.00). 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 : 8.12 vs. FOBAX (3.50).
| 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 | 8.217 | 4.259 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 82.6M | 305,085% |
| Annual Yield % from dividends | 2.06 | 1.24 | 166% |
| Returns for 1 year | 8.12 | 3.50 | 232% |
| Returns for 3 years | 37.19 | 22.52 | 165% |
| Returns for 5 years | N/A | 20.58 | - |
| Returns for 10 years | N/A | 28.65 | - |
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