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FOBAX vs RLBGX
FOBAX vs RLBGX Comparison
Open Charts FOBAX vs RLBGX
Tributary Balanced Instl
Price$18.42
Change-$0.64 (-3.36%)
VolumeN/A
Net Assets73.9M
American Funds American Balanced R6
Price$32.28
Change-$1.22 (-3.64%)
VolumeN/A
Net Assets220.57B
FOBAX vs RLBGX Comparison Chart
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FOBAX vs. RLBGX commentary
Apr 06, 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 221B vs. FOBAX (73.9M). 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: 171.00 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 : -1.30 vs. FOBAX (-3.05). RLBGX return over 5 years is better than : 42.89 vs. FOBAX (24.82).
| 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 | -7.461 | -5.655 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.9M | 221B | 0% |
| Annual Yield % from dividends | 1.28 | 2.31 | 55% |
| Returns for 1 year | -3.05 | -1.30 | 234% |
| Returns for 3 years | -1.32 | 7.11 | -19% |
| Returns for 5 years | 24.82 | 42.89 | 58% |
| Returns for 10 years | 13.02 | 45.34 | 29% |
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