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FOBAX vs RLBBX
FOBAX vs RLBBX Comparison
Open Charts FOBAX vs RLBBX
Tributary Balanced Instl
Price$21.83
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets83.7M
American Funds American Balanced R2
Price$39.60
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets271.11B
FOBAX vs RLBBX Comparison Chart in %
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FOBAX vs. RLBBX commentary
Nov 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 271B vs. FOBAX (83.7M). FOBAX pays higher dividends than RLBBX: FOBAX (1.18) vs RLBBX (1.07). FOBAX was incepted earlier than RLBBX: FOBAX (29 years) vs RLBBX (24 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 : 10.04 vs. FOBAX (3.97). RLBBX return over 5 years is better than : 36.65 vs. FOBAX (16.33).
| 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 | 24 years | - |
| Gain YTD | 10.394 | 16.709 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.7M | 271B | 0% |
| Annual Yield % from dividends | 1.18 | 1.07 | 111% |
| Returns for 1 year | 3.97 | 10.04 | 40% |
| Returns for 3 years | 29.03 | 41.52 | 70% |
| Returns for 5 years | 16.33 | 36.65 | 45% |
| Returns for 10 years | 37.32 | 67.33 | 55% |
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