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FOBPX vs RLBBX
FOBPX vs RLBBX Comparison
Open Charts FOBPX vs RLBBX
Tributary Balanced Instl Plus
Price$20.23
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets81.99M
American Funds American Balanced R2
Price$36.49
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
FOBPX vs RLBBX Comparison Chart in %
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FOBPX vs. RLBBX commentary
Jul 17, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 251B vs. FOBPX (82M). FOBPX pays higher dividends than RLBBX: FOBPX (1.51) vs RLBBX (1.17). 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 : 4.84 vs. FOBPX (1.28). RLBBX return over 5 years is better than : 34.36 vs. FOBPX (18.52).
| 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 | 4.066 | 7.438 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82M | 251B | 0% |
| Annual Yield % from dividends | 1.51 | 1.17 | 129% |
| Returns for 1 year | 1.28 | 4.84 | 27% |
| Returns for 3 years | 21.65 | 32.61 | 66% |
| Returns for 5 years | 18.52 | 34.36 | 54% |
| Returns for 10 years | 28.01 | 55.03 | 51% |
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