FOBAX
Price
$20.07
Change
+$0.15 (+0.75%)
Updated
Dec 20 closing price
RLBBX
Price
$34.08
Change
+$0.26 (+0.77%)
Updated
Dec 20 closing price
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FOBAX vs RLBBX

Header iconFOBAX vs RLBBX Comparison
Open Charts FOBAX vs RLBBXBanner chart's image
Tributary Balanced Instl
Price$20.07
Change+$0.15 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$34.08
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
FOBAX vs RLBBX Comparison Chart
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FOBAX vs. RLBBX commentary
Dec 23, 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 Buy.

FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. FOBAX (83.5M). 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). FOBAX annual gain was more profitable for investors over the last year : 11.00 vs. RLBBX (9.34). RLBBX return over 5 years is better than : 25.97 vs. FOBAX (17.07).
FOBAXRLBBXFOBAX / RLBBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years23 years-
Gain YTD10.5778.751121%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets83.5M236B0%
Annual Yield % from dividends1.151.5872%
Returns for 1 year11.009.34118%
Returns for 3 years2.467.6632%
Returns for 5 years17.0725.9766%
Returns for 10 years18.2745.3040%
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