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FOBAX vs RLBBX
FOBAX vs RLBBX Comparison
Open Charts FOBAX vs RLBBX
Tributary Balanced Instl
Price$20.47
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets81.66M
American Funds American Balanced R2
Price$36.21
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
FOBAX vs RLBBX Comparison Chart in %
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FOBAX vs. RLBBX commentary
Jun 28, 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: 249B vs. FOBAX (81.7M). FOBAX (1.24) and RLBBX (1.23) 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 (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 : 6.76 vs. FOBAX (2.75). RLBBX return over 5 years is better than : 38.61 vs. FOBAX (22.35).
| 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 | 3.200 | 6.614 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.7M | 249B | 0% |
| Annual Yield % from dividends | 1.24 | 1.23 | 101% |
| Returns for 1 year | 2.75 | 6.76 | 41% |
| Returns for 3 years | 22.04 | 31.50 | 70% |
| Returns for 5 years | 22.35 | 38.61 | 58% |
| Returns for 10 years | 27.34 | 56.99 | 48% |
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