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FBAFX vs FOBPX
FBAFX vs FOBPX Comparison
Open Charts FBAFX vs FOBPX
American Funds American Balanced 529-F-2
Price$39.57
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.19B
Tributary Balanced Instl Plus
Price$21.35
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets83.61M
FBAFX vs FOBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 268B vs. FOBPX (83.6M). FBAFX pays higher dividends than FOBPX: FBAFX (1.94) vs FOBPX (1.44). 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 : 10.25 vs. FOBPX (4.22). FBAFX return over 5 years is better than : 44.98 vs. FOBPX (17.67).
| 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 | 16.503 | 10.238 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 83.6M | 320,574% |
| Annual Yield % from dividends | 1.94 | 1.44 | 135% |
| Returns for 1 year | 10.25 | 4.22 | 243% |
| Returns for 3 years | 45.39 | 28.89 | 157% |
| Returns for 5 years | 44.98 | 17.67 | 255% |
| Returns for 10 years | N/A | 42.14 | - |
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