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FOBAX vs RLBBX
FOBAX vs RLBBX Comparison
Open Charts FOBAX vs RLBBX
Tributary Balanced Instl
Price$19.78
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets79.95M
American Funds American Balanced R2
Price$34.58
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
FOBAX vs RLBBX Comparison Chart
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FOBAX vs. RLBBX commentary
May 23, 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: 240B vs. FOBAX (80M). FOBAX (1.28) and RLBBX (1.27) have matching dividends . FOBAX was incepted earlier than RLBBX: FOBAX (29 years) vs RLBBX (23 years). RLBBX (1.32) and FOBAX (1.31) have similar cost to investors . RLBBX is a more actively managed with annual turnover of: 44.00 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 : 3.48 vs. FOBAX (1.27). RLBBX return over 5 years is better than : 33.66 vs. FOBAX (19.64).
| FOBAX | RLBBX | FOBAX / RLBBX | |
| Total Expense Ratio | 0.95 | 1.32 | 72% |
| Annual Report Gross Expense Ratio | 1.31 | 1.32 | 99% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | -0.679 | 1.597 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80M | 240B | 0% |
| Annual Yield % from dividends | 1.28 | 1.27 | 101% |
| Returns for 1 year | 1.27 | 3.48 | 36% |
| Returns for 3 years | 15.86 | 21.25 | 75% |
| Returns for 5 years | 19.64 | 33.66 | 58% |
| Returns for 10 years | 21.10 | 45.96 | 46% |
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