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FBAFX vs FOBPX
FBAFX vs FOBPX Comparison
Open Charts FBAFX vs FOBPX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Tributary Balanced Instl Plus
Price$20.29
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets82.62M
FBAFX vs FOBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. FOBPX (82.6M). FBAFX pays higher dividends than FOBPX: FBAFX (2.06) vs FOBPX (1.51). FBAFX was incepted earlier than FOBPX: FBAFX (5 years) vs FOBPX (14 years). FOBPX (1.07) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (19.00). FBAFX has a lower initial minimum investment than FOBPX: FBAFX (250) vs FOBPX (5000000). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. FOBPX (3.58).
| FBAFX | FOBPX | FBAFX / FOBPX | |
| Total Expense Ratio | 0.34 | 0.77 | 44% |
| Annual Report Gross Expense Ratio | 0.34 | 1.07 | 32% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 8.217 | 4.375 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 82.6M | 305,085% |
| Annual Yield % from dividends | 2.06 | 1.51 | 137% |
| Returns for 1 year | 8.12 | 3.58 | 227% |
| Returns for 3 years | 37.19 | 22.86 | 163% |
| Returns for 5 years | N/A | 21.15 | - |
| Returns for 10 years | N/A | 30.16 | - |
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