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FOBAX vs RAMHX
FOBAX vs RAMHX Comparison
Open Charts FOBAX vs RAMHX
Tributary Balanced Instl
Price$21.23
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.1M
American Funds American Balanced R2E
Price$37.38
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
FOBAX vs RAMHX Comparison Chart in %
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FOBAX vs. RAMHX commentary
Aug 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FOBAX is a StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 255B vs. FOBAX (83.1M). RAMHX pays higher dividends than FOBAX: RAMHX (1.42) vs FOBAX (1.22). FOBAX was incepted earlier than RAMHX: FOBAX (29 years) vs RAMHX (11 years). FOBAX (1.32) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). RAMHX has a lower initial minimum investment than FOBAX: RAMHX (250) vs FOBAX (1000). RAMHX annual gain was more profitable for investors over the last year : 6.79 vs. FOBAX (4.35). RAMHX return over 5 years is better than : 34.31 vs. FOBAX (15.56).
| FOBAX | RAMHX | FOBAX / RAMHX | |
| Total Expense Ratio | 0.91 | 1.04 | 88% |
| Annual Report Gross Expense Ratio | 1.32 | 1.04 | 127% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 7.032 | 9.888 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.1M | 255B | 0% |
| Annual Yield % from dividends | 1.22 | 1.42 | 86% |
| Returns for 1 year | 4.35 | 6.79 | 64% |
| Returns for 3 years | 22.22 | 32.90 | 68% |
| Returns for 5 years | 15.56 | 34.31 | 45% |
| Returns for 10 years | 36.27 | 67.43 | 54% |
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