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FOBAX vs RLBCX
FOBAX vs RLBCX Comparison
Open Charts FOBAX vs RLBCX
Tributary Balanced Instl
Price$20.07
Change+$0.15 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.14
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
FOBAX vs RLBCX Comparison Chart
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FOBAX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. FOBAX (83.5M). 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). FOBAX annual gain was more profitable for investors over the last year : 11.00 vs. RLBCX (9.82). RLBCX return over 5 years is better than : 28.29 vs. FOBAX (17.07).
| 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 | 10.577 | 9.233 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.5M | 236B | 0% |
| Annual Yield % from dividends | 1.15 | 1.98 | 58% |
| Returns for 1 year | 11.00 | 9.82 | 112% |
| Returns for 3 years | 2.46 | 8.69 | 28% |
| Returns for 5 years | 17.07 | 28.29 | 60% |
| Returns for 10 years | 18.27 | 48.74 | 37% |
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