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FOBPX vs RLBBX
FOBPX vs RLBBX Comparison
Open Charts FOBPX vs RLBBX
Tributary Balanced Instl Plus
Price$19.81
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets80.28M
American Funds American Balanced R2
Price$35.49
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FOBPX vs RLBBX Comparison Chart
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FOBPX vs. RLBBX commentary
Jun 07, 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: 243B vs. FOBPX (80.3M). FOBPX pays higher dividends than RLBBX: FOBPX (1.51) vs RLBBX (1.23). 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 (19.00). 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 : 6.30 vs. FOBPX (2.57). RLBBX return over 5 years is better than : 30.57 vs. FOBPX (16.81).
| 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 | 1.479 | 4.362 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 243B | 0% |
| Annual Yield % from dividends | 1.51 | 1.23 | 123% |
| Returns for 1 year | 2.57 | 6.30 | 41% |
| Returns for 3 years | 14.06 | 20.03 | 70% |
| Returns for 5 years | 16.81 | 30.57 | 55% |
| Returns for 10 years | 26.40 | 52.73 | 50% |
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