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FOBPX vs RLBBX
FOBPX vs RLBBX Comparison
Open Charts FOBPX vs RLBBX
Tributary Balanced Instl Plus
Price$19.85
Change-$0.20 (-1.00%)
VolumeN/A
Net Assets83.7M
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FOBPX vs RLBBX Comparison Chart
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FOBPX vs. RLBBX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. FOBPX (83.7M). 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). RLBBX annual gain was more profitable for investors over the last year : 8.38 vs. FOBPX (7.21). RLBBX return over 5 years is better than : 26.03 vs. FOBPX (14.65).
| 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 | 1.327 | 2.761 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.7M | 242B | 0% |
| Annual Yield % from dividends | 1.39 | 1.58 | 88% |
| Returns for 1 year | 7.21 | 8.38 | 86% |
| Returns for 3 years | 10.19 | 15.67 | 65% |
| Returns for 5 years | 14.65 | 26.03 | 56% |
| Returns for 10 years | 25.92 | 46.57 | 56% |
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