Ad is loading...
FOBAX vs RLBBX
FOBAX vs RLBBX Comparison
Open Charts FOBAX vs RLBBX
Tributary Balanced Instl
Price$21.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$36.31
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
FOBAX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOBAX vs. RLBBX commentary
Nov 14, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. FOBAX (85.9M). RLBBX pays higher dividends than FOBAX: RLBBX (1.58) vs FOBAX (1.15). FOBAX was incepted earlier than RLBBX: FOBAX (28 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 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 : 21.72 vs. FOBAX (16.47). RLBBX return over 5 years is better than : 32.69 vs. FOBAX (20.92).
| FOBAX | RLBBX | FOBAX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 16.219 | 14.864 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 240B | 0% |
| Annual Yield % from dividends | 1.15 | 1.58 | 72% |
| Returns for 1 year | 16.47 | 21.72 | 76% |
| Returns for 3 years | -0.36 | 10.13 | -4% |
| Returns for 5 years | 20.92 | 32.69 | 64% |
| Returns for 10 years | 24.23 | 47.17 | 51% |