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FOBAX vs RLBBX
FOBAX vs RLBBX Comparison
Open Charts FOBAX vs RLBBX
Tributary Balanced Instl
Price$21.68
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets84.18M
American Funds American Balanced R2
Price$38.70
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets265.73B
FOBAX vs RLBBX Comparison Chart in %
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FOBAX vs. RLBBX commentary
Oct 07, 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 Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. FOBAX (84.2M). FOBAX pays higher dividends than RLBBX: FOBAX (1.20) vs RLBBX (1.11). FOBAX was incepted earlier than RLBBX: FOBAX (29 years) vs RLBBX (23 years). FOBAX (1.32) and RLBBX (1.32) 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 : 8.76 vs. FOBAX (6.05). RLBBX return over 5 years is better than : 39.21 vs. FOBAX (20.04).
| FOBAX | RLBBX | FOBAX / RLBBX | |
| Total Expense Ratio | 0.91 | 1.32 | 69% |
| Annual Report Gross Expense Ratio | 1.32 | 1.32 | 100% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 9.636 | 14.056 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.2M | 266B | 0% |
| Annual Yield % from dividends | 1.20 | 1.11 | 108% |
| Returns for 1 year | 6.05 | 8.76 | 69% |
| Returns for 3 years | 34.90 | 48.35 | 72% |
| Returns for 5 years | 20.04 | 39.21 | 51% |
| Returns for 10 years | 39.42 | 69.12 | 57% |
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