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FOBAX vs RLBFX
FOBAX vs RLBFX Comparison
Open Charts FOBAX vs RLBFX
Tributary Balanced Instl
Price$20.22
Change-$0.19 (-0.93%)
VolumeN/A
Net Assets83.7M
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
FOBAX vs RLBFX Comparison Chart
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FOBAX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. FOBAX (83.7M). RLBFX pays higher dividends than FOBAX: RLBFX (2.50) vs FOBAX (1.15). FOBAX was incepted earlier than RLBFX: FOBAX (29 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 : 9.54 vs. FOBAX (7.09). RLBFX return over 5 years is better than : 31.70 vs. FOBAX (14.07).
| FOBAX | RLBFX | FOBAX / RLBFX | |
| 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 | 2.908 | 45% |
| 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 | 2.50 | 46% |
| Returns for 1 year | 7.09 | 9.54 | 74% |
| Returns for 3 years | 9.90 | 18.32 | 54% |
| Returns for 5 years | 14.07 | 31.70 | 44% |
| Returns for 10 years | 24.79 | 55.11 | 45% |
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