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FBAFX vs FOBAX
FBAFX vs FOBAX Comparison
Open Charts FBAFX vs FOBAX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Tributary Balanced Instl
Price$21.53
Change-$0.23 (-1.06%)
VolumeN/A
Net Assets82.69M
FBAFX vs FOBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. FOBAX (82.7M). FBAFX pays higher dividends than FOBAX: FBAFX (1.94) vs FOBAX (1.19). 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 : 10.25 vs. FOBAX (4.12). FBAFX return over 5 years is better than : 44.98 vs. FOBAX (17.09).
| 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 | 16.503 | 10.040 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 82.7M | 325,272% |
| Annual Yield % from dividends | 1.94 | 1.19 | 163% |
| Returns for 1 year | 10.25 | 4.12 | 249% |
| Returns for 3 years | 45.39 | 28.54 | 159% |
| Returns for 5 years | 44.98 | 17.09 | 263% |
| Returns for 10 years | N/A | 40.60 | - |
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