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FOBAX vs RLBBX
FOBAX vs RLBBX Comparison
Open Charts FOBAX vs RLBBX
Tributary Balanced Instl
Price$18.42
Change-$0.64 (-3.36%)
VolumeN/A
Net Assets73.9M
American Funds American Balanced R2
Price$31.99
Change-$1.22 (-3.67%)
VolumeN/A
Net Assets220.57B
FOBAX vs RLBBX Comparison Chart
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FOBAX vs. RLBBX commentary
Apr 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 Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 221B vs. FOBAX (73.9M). FOBAX (1.28) and RLBBX (1.27) have matching dividends . FOBAX was incepted earlier than RLBBX: FOBAX (29 years) vs RLBBX (23 years). RLBBX (1.33) and FOBAX (1.31) have similar cost to investors . RLBBX is a more actively managed with annual turnover of: 171.00 vs. FOBAX (19.00). 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 : -2.40 vs. FOBAX (-3.05). RLBBX return over 5 years is better than : 36.45 vs. FOBAX (24.82).
| FOBAX | RLBBX | FOBAX / RLBBX | |
| Total Expense Ratio | 0.95 | 1.33 | 71% |
| Annual Report Gross Expense Ratio | 1.31 | 1.33 | 98% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | -7.461 | -5.930 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.9M | 221B | 0% |
| Annual Yield % from dividends | 1.28 | 1.27 | 101% |
| Returns for 1 year | -3.05 | -2.40 | 127% |
| Returns for 3 years | -1.32 | 4.33 | -31% |
| Returns for 5 years | 24.82 | 36.45 | 68% |
| Returns for 10 years | 13.02 | 36.67 | 36% |
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