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FOBAX vs RLBBX
FOBAX vs RLBBX Comparison
Open Charts FOBAX vs RLBBX
Tributary Balanced Instl
Price$20.91
Change+$0.20 (+0.97%)
VolumeN/A
Net Assets82.56M
American Funds American Balanced R2
Price$36.63
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
FOBAX vs RLBBX Comparison Chart in %
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FOBAX vs. RLBBX commentary
Aug 06, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 254B vs. FOBAX (82.6M). FOBAX (1.22) and RLBBX (1.16) have matching dividends . FOBAX was incepted earlier than RLBBX: FOBAX (29 years) vs RLBBX (23 years). RLBBX (1.32) and FOBAX (1.31) have similar cost to investors . RLBBX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). RLBBX has a lower initial minimum investment than FOBAX: RLBBX (250) vs FOBAX (1000). RLBBX annual gain was more profitable for investors over the last year : 8.94 vs. FOBAX (6.01). RLBBX return over 5 years is better than : 33.26 vs. FOBAX (17.04).
| FOBAX | RLBBX | FOBAX / RLBBX | |
| Total Expense Ratio | 0.95 | 1.32 | 72% |
| Annual Report Gross Expense Ratio | 1.31 | 1.32 | 99% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 5.418 | 8.440 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.6M | 254B | 0% |
| Annual Yield % from dividends | 1.22 | 1.16 | 105% |
| Returns for 1 year | 6.01 | 8.94 | 67% |
| Returns for 3 years | 18.40 | 29.04 | 63% |
| Returns for 5 years | 17.04 | 33.26 | 51% |
| Returns for 10 years | 30.60 | 58.25 | 53% |
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