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FOBPX vs RLBBX
FOBPX vs RLBBX Comparison
Open Charts FOBPX vs RLBBX
Tributary Balanced Instl Plus
Price$19.61
Change-$0.40 (-2.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$33.98
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
FOBPX vs RLBBX Comparison Chart
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FOBPX vs. RLBBX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. FOBPX (83.2M). RLBBX pays higher dividends than FOBPX: RLBBX (1.58) vs FOBPX (1.39). FOBPX was incepted earlier than RLBBX: FOBPX (13 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. FOBPX (22.00). RLBBX has a lower initial minimum investment than FOBPX: RLBBX (250) vs FOBPX (5000000). FOBPX annual gain was more profitable for investors over the last year : 13.19 vs. RLBBX (11.88). RLBBX return over 5 years is better than : 28.86 vs. FOBPX (19.95).
| FOBPX | RLBBX | FOBPX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 12.378 | 10.930 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.2M | 241B | 0% |
| Annual Yield % from dividends | 1.39 | 1.58 | 88% |
| Returns for 1 year | 13.19 | 11.88 | 111% |
| Returns for 3 years | 4.98 | 10.16 | 49% |
| Returns for 5 years | 19.95 | 28.86 | 69% |
| Returns for 10 years | 21.65 | 40.94 | 53% |
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