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FOBAX vs RLBBX
FOBAX vs RLBBX Comparison
Open Charts FOBAX vs RLBBX
Tributary Balanced Instl
Price$21.23
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.1M
American Funds American Balanced R2
Price$37.25
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
FOBAX vs RLBBX Comparison Chart in %
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FOBAX vs. RLBBX commentary
Aug 29, 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 StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 255B vs. FOBAX (83.1M). FOBAX (1.22) and RLBBX (1.16) have matching dividends . FOBAX was incepted earlier than RLBBX: FOBAX (29 years) vs RLBBX (23 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 : 6.45 vs. FOBAX (4.35). RLBBX return over 5 years is better than : 32.66 vs. FOBAX (15.56).
| 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 | 23 years | - |
| Gain YTD | 7.032 | 9.676 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.1M | 255B | 0% |
| Annual Yield % from dividends | 1.22 | 1.16 | 105% |
| Returns for 1 year | 4.35 | 6.45 | 67% |
| Returns for 3 years | 22.22 | 31.89 | 70% |
| Returns for 5 years | 15.56 | 32.66 | 48% |
| Returns for 10 years | 36.27 | 65.08 | 56% |
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