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FOBAX vs RLBGX
FOBAX vs RLBGX Comparison
Open Charts FOBAX vs RLBGX
Tributary Balanced Instl
Price$19.77
Change-$0.24 (-1.20%)
VolumeN/A
Net Assets79.95M
American Funds American Balanced R6
Price$34.94
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
FOBAX vs RLBGX Comparison Chart
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FOBAX vs. RLBGX commentary
May 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 Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 240B vs. FOBAX (80M). RLBGX pays higher dividends than FOBAX: RLBGX (2.31) vs FOBAX (1.28). 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 (19.00). 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 : 4.68 vs. FOBAX (1.27). RLBGX return over 5 years is better than : 39.98 vs. FOBAX (19.64).
| FOBAX | RLBGX | FOBAX / RLBGX | |
| Total Expense Ratio | 0.95 | 0.25 | 380% |
| Annual Report Gross Expense Ratio | 1.31 | 0.25 | 524% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | -0.679 | 2.032 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80M | 240B | 0% |
| Annual Yield % from dividends | 1.28 | 2.31 | 55% |
| Returns for 1 year | 1.27 | 4.68 | 27% |
| Returns for 3 years | 15.86 | 24.49 | 65% |
| Returns for 5 years | 19.64 | 39.98 | 49% |
| Returns for 10 years | 21.10 | 55.25 | 38% |
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