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FOBPX vs RLBBX
FOBPX vs RLBBX Comparison
Open Charts FOBPX vs RLBBX
Tributary Balanced Instl Plus
Price$20.58
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets82.86M
American Funds American Balanced R2
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets252.99B
FOBPX vs RLBBX Comparison Chart in %
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FOBPX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 253B vs. FOBPX (82.9M). FOBPX pays higher dividends than RLBBX: FOBPX (1.49) vs RLBBX (1.16). FOBPX was incepted earlier than RLBBX: FOBPX (14 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than FOBPX (1.07). RLBBX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). RLBBX has a lower initial minimum investment than FOBPX: RLBBX (250) vs FOBPX (5000000). RLBBX annual gain was more profitable for investors over the last year : 9.29 vs. FOBPX (6.88). RLBBX return over 5 years is better than : 32.84 vs. FOBPX (17.21).
| FOBPX | RLBBX | FOBPX / RLBBX | |
| Total Expense Ratio | 0.77 | 1.32 | 58% |
| Annual Report Gross Expense Ratio | 1.07 | 1.32 | 81% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 5.867 | 8.440 | 70% |
| 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 | 1.16 | 128% |
| Returns for 1 year | 6.88 | 9.29 | 74% |
| Returns for 3 years | 19.56 | 29.21 | 67% |
| Returns for 5 years | 17.21 | 32.84 | 52% |
| Returns for 10 years | 32.17 | 57.93 | 56% |