FOBAX
Price
$20.47
Change
+$0.05 (+0.24%)
Updated
Jun 27 closing price
Net Assets
81.66M
RLBGX
Price
$36.53
Change
+$0.09 (+0.25%)
Updated
Jun 27 closing price
Net Assets
249.42B
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FOBAX vs RLBGX

Header iconFOBAX vs RLBGX Comparison
Open Charts FOBAX vs RLBGXBanner chart's image
Tributary Balanced Instl
Price$20.47
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets81.66M
American Funds American Balanced R6
Price$36.53
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
FOBAX vs RLBGX Comparison Chart in %
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FOBAX vs. RLBGX commentary
Jun 28, 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 Buy and RLBGX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 249B vs. FOBAX (81.7M). RLBGX pays higher dividends than FOBAX: RLBGX (2.23) vs FOBAX (1.24). FOBAX was incepted earlier than RLBGX: FOBAX (29 years) vs RLBGX (16 years). FOBAX (1.31) 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 : 7.96 vs. FOBAX (2.75). RLBGX return over 5 years is better than : 45.12 vs. FOBAX (22.35).
FOBAXRLBGXFOBAX / RLBGX
Total Expense Ratio0.950.25380%
Annual Report Gross Expense Ratio1.310.25524%
Fund Existence29 years16 years-
Gain YTD3.2007.17445%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets81.7M249B0%
Annual Yield % from dividends1.242.2356%
Returns for 1 year2.757.9635%
Returns for 3 years22.0435.3162%
Returns for 5 years22.3545.1250%
Returns for 10 years27.3467.3941%
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