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FBAFX vs FOBAX
FBAFX vs FOBAX Comparison
Open Charts FBAFX vs FOBAX
American Funds American Balanced 529-F-2
Price$38.02
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Tributary Balanced Instl
Price$21.31
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets83.41M
FBAFX vs FOBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 259B vs. FOBAX (83.4M). FBAFX pays higher dividends than FOBAX: FBAFX (2.01) 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 : 10.23 vs. FOBAX (6.34).
| 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 | 11.562 | 7.435 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 83.4M | 310,552% |
| Annual Yield % from dividends | 2.01 | 1.20 | 167% |
| Returns for 1 year | 10.23 | 6.34 | 161% |
| Returns for 3 years | 42.07 | 25.82 | 163% |
| Returns for 5 years | N/A | 17.52 | - |
| Returns for 10 years | N/A | 37.35 | - |
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