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FBAFX vs FOBAX
FBAFX vs FOBAX Comparison
Open Charts FBAFX vs FOBAX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Tributary Balanced Instl
Price$21.55
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.56M
FBAFX vs FOBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 265B vs. FOBAX (83.6M). FBAFX pays higher dividends than FOBAX: FBAFX (1.97) vs FOBAX (1.20). FBAFX was incepted earlier than FOBAX: FBAFX (5 years) vs FOBAX (29 years). FOBAX (1.32) 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 : 8.96 vs. FOBAX (3.91).
| FBAFX | FOBAX | FBAFX / FOBAX | |
| Total Expense Ratio | 0.34 | 0.91 | 37% |
| Annual Report Gross Expense Ratio | 0.34 | 1.32 | 26% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 14.855 | 8.978 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 83.6M | 316,986% |
| Annual Yield % from dividends | 1.97 | 1.20 | 164% |
| Returns for 1 year | 8.96 | 3.91 | 229% |
| Returns for 3 years | 52.50 | 32.90 | 160% |
| Returns for 5 years | N/A | 17.64 | - |
| Returns for 10 years | N/A | 38.18 | - |
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