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FBAFX vs FOBPX
FBAFX vs FOBPX Comparison
Open Charts FBAFX vs FOBPX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Tributary Balanced Instl Plus
Price$21.14
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.56M
FBAFX vs FOBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 265B vs. FOBPX (83.6M). FBAFX pays higher dividends than FOBPX: FBAFX (1.97) vs FOBPX (1.45). 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 : 8.96 vs. FOBPX (3.99).
| 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 | 14.855 | 9.153 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 83.6M | 316,986% |
| Annual Yield % from dividends | 1.97 | 1.45 | 136% |
| Returns for 1 year | 8.96 | 3.99 | 225% |
| Returns for 3 years | 52.50 | 33.32 | 158% |
| Returns for 5 years | N/A | 18.23 | - |
| Returns for 10 years | N/A | 39.67 | - |
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