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FOBAX vs RLBFX
FOBAX vs RLBFX Comparison
Open Charts FOBAX vs RLBFX
Tributary Balanced Instl
Price$21.06
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FOBAX vs RLBFX Comparison Chart
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FOBAX vs. RLBFX commentary
Nov 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 StrongSell and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 237B vs. FOBAX (85.1M). RLBFX pays higher dividends than FOBAX: RLBFX (2.50) vs FOBAX (1.15). FOBAX was incepted earlier than RLBFX: FOBAX (28 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. FOBAX (22.00). RLBFX has a lower initial minimum investment than FOBAX: RLBFX (250) vs FOBAX (1000). RLBFX annual gain was more profitable for investors over the last year : 21.14 vs. FOBAX (14.81). RLBFX return over 5 years is better than : 38.00 vs. FOBAX (20.56).
| FOBAX | RLBFX | FOBAX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 15.615 | 15.247 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.1M | 237B | 0% |
| Annual Yield % from dividends | 1.15 | 2.50 | 46% |
| Returns for 1 year | 14.81 | 21.14 | 70% |
| Returns for 3 years | -0.74 | 12.82 | -6% |
| Returns for 5 years | 20.56 | 38.00 | 54% |
| Returns for 10 years | 22.39 | 53.43 | 42% |
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