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FOBPX vs RAMHX
FOBPX vs RAMHX Comparison
Open Charts FOBPX vs RAMHX
Tributary Balanced Instl Plus
Price$20.58
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets82.86M
American Funds American Balanced R2E
Price$36.95
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets252.99B
FOBPX vs RAMHX Comparison Chart in %
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FOBPX vs. RAMHX commentary
Aug 09, 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 StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 253B vs. FOBPX (82.9M). FOBPX (1.49) and RAMHX (1.42) have matching dividends . FOBPX was incepted earlier than RAMHX: FOBPX (14 years) vs RAMHX (11 years). FOBPX (1.07) 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 : 9.60 vs. FOBPX (6.88). RAMHX return over 5 years is better than : 34.41 vs. FOBPX (17.21).
| FOBPX | RAMHX | FOBPX / RAMHX | |
| Total Expense Ratio | 0.77 | 1.04 | 74% |
| Annual Report Gross Expense Ratio | 1.07 | 1.04 | 103% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 5.867 | 8.624 | 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 | 82.9M | 253B | 0% |
| Annual Yield % from dividends | 1.49 | 1.42 | 105% |
| Returns for 1 year | 6.88 | 9.60 | 72% |
| Returns for 3 years | 19.56 | 30.17 | 65% |
| Returns for 5 years | 17.21 | 34.41 | 50% |
| Returns for 10 years | 32.17 | 60.18 | 53% |
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