Ad is loading...
FOBAX vs RLBFX
FOBAX vs RLBFX Comparison
Open Charts FOBAX vs RLBFX
Tributary Balanced Instl
Price$20.38
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets84.41M
American Funds American Balanced R5
Price$35.45
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
FOBAX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOBAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. FOBAX (84.4M). 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 : 12.80 vs. FOBAX (11.02). RLBFX return over 5 years is better than : 33.38 vs. FOBAX (16.42).
| 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 | 2.104 | 3.082 | 68% |
| 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 | 2.50 | 46% |
| Returns for 1 year | 11.02 | 12.80 | 86% |
| Returns for 3 years | 8.88 | 16.67 | 53% |
| Returns for 5 years | 16.42 | 33.38 | 49% |
| Returns for 10 years | 31.00 | 58.87 | 53% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers