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FOBAX vs RLBCX
FOBAX vs RLBCX Comparison
Open Charts FOBAX vs RLBCX
Tributary Balanced Instl
Price$20.22
Change-$0.19 (-0.93%)
VolumeN/A
Net Assets83.7M
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FOBAX vs RLBCX Comparison Chart
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FOBAX vs. RLBCX commentary
Feb 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 StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. FOBAX (83.7M). RLBCX pays higher dividends than FOBAX: RLBCX (1.98) vs FOBAX (1.15). FOBAX was incepted earlier than RLBCX: FOBAX (29 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 : 8.85 vs. FOBAX (7.09). RLBCX return over 5 years is better than : 28.37 vs. FOBAX (14.07).
| FOBAX | RLBCX | FOBAX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 1.303 | 2.844 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.7M | 242B | 0% |
| Annual Yield % from dividends | 1.15 | 1.98 | 58% |
| Returns for 1 year | 7.09 | 8.85 | 80% |
| Returns for 3 years | 9.90 | 16.79 | 59% |
| Returns for 5 years | 14.07 | 28.37 | 50% |
| Returns for 10 years | 24.79 | 50.06 | 50% |
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