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FOBPX vs RAMHX
FOBPX vs RAMHX Comparison
Open Charts FOBPX vs RAMHX
Tributary Balanced Instl Plus
Price$21.22
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets84.29M
American Funds American Balanced R2E
Price$38.72
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
FOBPX vs RAMHX Comparison Chart in %
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FOBPX vs. RAMHX commentary
Oct 08, 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 FOBPX is a Buy and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 266B vs. FOBPX (84.3M). FOBPX pays higher dividends than RAMHX: FOBPX (1.45) vs RAMHX (1.35). FOBPX was incepted earlier than RAMHX: FOBPX (14 years) vs RAMHX (11 years). FOBPX (1.08) and RAMHX (1.04) have similar cost to investors . RAMHX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). RAMHX has a lower initial minimum investment than FOBPX: RAMHX (250) vs FOBPX (5000000). RAMHX annual gain was more profitable for investors over the last year : 9.45 vs. FOBPX (6.60). RAMHX return over 5 years is better than : 39.71 vs. FOBPX (19.62).
| FOBPX | RAMHX | FOBPX / RAMHX | |
| Total Expense Ratio | 0.74 | 1.04 | 71% |
| Annual Report Gross Expense Ratio | 1.08 | 1.04 | 104% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 9.566 | 14.018 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.3M | 266B | 0% |
| Annual Yield % from dividends | 1.45 | 1.35 | 107% |
| Returns for 1 year | 6.60 | 9.45 | 70% |
| Returns for 3 years | 35.04 | 49.20 | 71% |
| Returns for 5 years | 19.62 | 39.71 | 49% |
| Returns for 10 years | 40.69 | 71.44 | 57% |
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