Interact to see
Advertisement
Advertisement
FOBAX vs RLEFX
FOBAX vs RLEFX Comparison
Open Charts FOBAX vs RLEFX
Tributary Balanced Instl
Price$20.91
Change+$0.20 (+0.97%)
VolumeN/A
Net Assets82.56M
American Funds American Balanced R5E
Price$36.94
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
FOBAX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOBAX vs. RLEFX commentary
Aug 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. FOBAX (82.6M). RLEFX pays higher dividends than FOBAX: RLEFX (2.00) vs FOBAX (1.22). FOBAX was incepted earlier than RLEFX: FOBAX (29 years) vs RLEFX (10 years). FOBAX (1.31) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). RLEFX has a lower initial minimum investment than FOBAX: RLEFX (250) vs FOBAX (1000). RLEFX annual gain was more profitable for investors over the last year : 9.99 vs. FOBAX (6.01). RLEFX return over 5 years is better than : 38.62 vs. FOBAX (17.04).
| FOBAX | RLEFX | FOBAX / RLEFX | |
| Total Expense Ratio | 0.95 | 0.39 | 244% |
| Annual Report Gross Expense Ratio | 1.31 | 0.39 | 336% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 5.418 | 9.045 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.6M | 254B | 0% |
| Annual Yield % from dividends | 1.22 | 2.00 | 61% |
| Returns for 1 year | 6.01 | 9.99 | 60% |
| Returns for 3 years | 18.40 | 32.26 | 57% |
| Returns for 5 years | 17.04 | 38.62 | 44% |
| Returns for 10 years | 30.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement