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FBAFX vs FOBPX
FBAFX vs FOBPX Comparison
Open Charts FBAFX vs FOBPX
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Tributary Balanced Instl Plus
Price$20.71
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets83.16M
FBAFX vs FOBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. FOBPX (83.2M). FBAFX pays higher dividends than FOBPX: FBAFX (2.04) vs FOBPX (1.49). 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 (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 : 8.23 vs. FOBPX (5.03).
| 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 | 9.918 | 6.535 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 83.2M | 307,692% |
| Annual Yield % from dividends | 2.04 | 1.49 | 137% |
| Returns for 1 year | 8.23 | 5.03 | 164% |
| Returns for 3 years | 31.57 | 17.19 | 184% |
| Returns for 5 years | N/A | 17.95 | - |
| Returns for 10 years | N/A | 32.62 | - |
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