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FBAFX vs FOBPX
FBAFX vs FOBPX Comparison
Open Charts FBAFX vs FOBPX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Tributary Balanced Instl Plus
Price$21.41
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets83.65M
FBAFX vs FOBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. FOBPX (83.6M). FBAFX pays higher dividends than FOBPX: FBAFX (1.90) vs FOBPX (1.43). FBAFX was incepted earlier than FOBPX: FBAFX (5 years) vs FOBPX (14 years). FOBPX (1.08) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). 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 : 9.57 vs. FOBPX (3.08). FBAFX return over 5 years is better than : 42.71 vs. FOBPX (16.00).
| FBAFX | FOBPX | FBAFX / FOBPX | |
| Total Expense Ratio | 0.34 | 0.74 | 46% |
| Annual Report Gross Expense Ratio | 0.34 | 1.08 | 31% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 16.857 | 10.083 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 83.6M | 321,770% |
| Annual Yield % from dividends | 1.90 | 1.43 | 133% |
| Returns for 1 year | 9.57 | 3.08 | 311% |
| Returns for 3 years | 42.02 | 25.95 | 162% |
| Returns for 5 years | 42.71 | 16.00 | 267% |
| Returns for 10 years | N/A | 38.65 | - |
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