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FOBPX vs RLBBX
FOBPX vs RLBBX Comparison
Open Charts FOBPX vs RLBBX
Tributary Balanced Instl Plus
Price$18.69
Change+$0.90 (+5.06%)
VolumeN/A
Net Assets72.61M
American Funds American Balanced R2
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets228.54B
FOBPX vs RLBBX Comparison Chart
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FOBPX vs. RLBBX commentary
Apr 11, 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: 229B vs. FOBPX (72.6M). FOBPX pays higher dividends than RLBBX: FOBPX (1.55) vs RLBBX (1.27). FOBPX was incepted earlier than RLBBX: FOBPX (14 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than FOBPX (1.07). RLBBX is a more actively managed with annual turnover of: 171.00 vs. FOBPX (19.00). 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 : -0.33 vs. RLBBX (-4.31). RLBBX return over 5 years is better than : 26.14 vs. FOBPX (20.74).
| FOBPX | RLBBX | FOBPX / RLBBX | |
| Total Expense Ratio | 0.77 | 1.33 | 58% |
| Annual Report Gross Expense Ratio | 1.07 | 1.33 | 80% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -4.259 | -7.136 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.6M | 229B | 0% |
| Annual Yield % from dividends | 1.55 | 1.27 | 122% |
| Returns for 1 year | -0.33 | -4.31 | 8% |
| Returns for 3 years | 2.90 | 3.16 | 92% |
| Returns for 5 years | 20.74 | 26.14 | 79% |
| Returns for 10 years | 17.50 | 34.16 | 51% |
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