Interact to see
Advertisement
Advertisement
FOBAX vs RLBGX
FOBAX vs RLBGX Comparison
Open Charts FOBAX vs RLBGX
Tributary Balanced Instl
Price$21.23
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.1M
American Funds American Balanced R6
Price$37.65
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
FOBAX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOBAX vs. RLBGX commentary
Aug 29, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 255B vs. FOBAX (83.1M). RLBGX pays higher dividends than FOBAX: RLBGX (2.13) vs FOBAX (1.22). FOBAX was incepted earlier than RLBGX: FOBAX (29 years) vs RLBGX (16 years). FOBAX (1.32) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). RLBGX has a lower initial minimum investment than FOBAX: RLBGX (250) vs FOBAX (1000). RLBGX annual gain was more profitable for investors over the last year : 7.66 vs. FOBAX (4.35). RLBGX return over 5 years is better than : 38.88 vs. FOBAX (15.56).
| FOBAX | RLBGX | FOBAX / RLBGX | |
| Total Expense Ratio | 0.91 | 0.25 | 364% |
| Annual Report Gross Expense Ratio | 1.32 | 0.25 | 528% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 7.032 | 10.460 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.1M | 255B | 0% |
| Annual Yield % from dividends | 1.22 | 2.13 | 57% |
| Returns for 1 year | 4.35 | 7.66 | 57% |
| Returns for 3 years | 22.22 | 35.73 | 62% |
| Returns for 5 years | 15.56 | 38.88 | 40% |
| Returns for 10 years | 36.27 | 76.10 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement