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FOBPX vs RAMHX
FOBPX vs RAMHX Comparison
Open Charts FOBPX vs RAMHX
Tributary Balanced Instl Plus
Price$20.91
Change-$0.10 (-0.48%)
VolumeN/A
Net Assets82.26M
American Funds American Balanced R2E
Price$38.47
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
FOBPX vs RAMHX Comparison Chart in %
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FOBPX vs. RAMHX commentary
Nov 19, 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 Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 264B vs. FOBPX (82.3M). FOBPX pays higher dividends than RAMHX: FOBPX (1.44) vs RAMHX (1.33). 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 : 8.29 vs. FOBPX (3.31). RAMHX return over 5 years is better than : 35.42 vs. FOBPX (15.25).
| 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 | 7.966 | 13.282 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3M | 264B | 0% |
| Annual Yield % from dividends | 1.44 | 1.33 | 108% |
| Returns for 1 year | 3.31 | 8.29 | 40% |
| Returns for 3 years | 26.60 | 38.80 | 69% |
| Returns for 5 years | 15.25 | 35.42 | 43% |
| Returns for 10 years | 36.46 | 65.65 | 56% |
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