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FOBAX vs RLBFX
FOBAX vs RLBFX Comparison
Open Charts FOBAX vs RLBFX
Tributary Balanced Instl
Price$20.07
Change+$0.15 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.41
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
FOBAX vs RLBFX Comparison Chart
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FOBAX vs. RLBFX commentary
Dec 24, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. FOBAX (83.5M). 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). FOBAX (11.00) and RLBFX (10.52) have marching annual gain over last year. RLBFX return over 5 years is better than : 31.65 vs. FOBAX (17.07).
| 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 | 10.577 | 9.899 | 107% |
| 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 | 2.50 | 46% |
| Returns for 1 year | 11.00 | 10.52 | 105% |
| Returns for 3 years | 2.46 | 10.16 | 24% |
| Returns for 5 years | 17.07 | 31.65 | 54% |
| Returns for 10 years | 18.27 | 53.78 | 34% |
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