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FOBAX vs RLBCX
FOBAX vs RLBCX Comparison
Open Charts FOBAX vs RLBCX
Tributary Balanced Instl
Price$20.38
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets84.41M
American Funds American Balanced R3
Price$35.15
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
FOBAX vs RLBCX Comparison Chart
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FOBAX vs. RLBCX commentary
Jan 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. FOBAX (84.4M). RLBCX pays higher dividends than FOBAX: RLBCX (1.98) vs FOBAX (1.15). FOBAX was incepted earlier than RLBCX: FOBAX (28 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. FOBAX (22.00). RLBCX has a lower initial minimum investment than FOBAX: RLBCX (250) vs FOBAX (1000). RLBCX annual gain was more profitable for investors over the last year : 12.08 vs. FOBAX (11.02). RLBCX return over 5 years is better than : 30.01 vs. FOBAX (16.42).
| FOBAX | RLBCX | FOBAX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 2.104 | 3.049 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.4M | 242B | 0% |
| Annual Yield % from dividends | 1.15 | 1.98 | 58% |
| Returns for 1 year | 11.02 | 12.08 | 91% |
| Returns for 3 years | 8.88 | 15.11 | 59% |
| Returns for 5 years | 16.42 | 30.01 | 55% |
| Returns for 10 years | 31.00 | 53.64 | 58% |
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