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FOBPX vs RLBBX
FOBPX vs RLBBX Comparison
Open Charts FOBPX vs RLBBX
Tributary Balanced Instl Plus
Price$21.22
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets84.29M
American Funds American Balanced R2
Price$38.60
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
FOBPX vs RLBBX Comparison Chart in %
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FOBPX vs. RLBBX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. FOBPX (84.3M). FOBPX pays higher dividends than RLBBX: FOBPX (1.45) vs RLBBX (1.11). FOBPX was incepted earlier than RLBBX: FOBPX (14 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than FOBPX (1.08). 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 : 9.12 vs. FOBPX (6.60). RLBBX return over 5 years is better than : 38.04 vs. FOBPX (19.62).
| FOBPX | RLBBX | FOBPX / RLBBX | |
| Total Expense Ratio | 0.74 | 1.32 | 56% |
| Annual Report Gross Expense Ratio | 1.08 | 1.32 | 82% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.566 | 13.761 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.3M | 266B | 0% |
| Annual Yield % from dividends | 1.45 | 1.11 | 131% |
| Returns for 1 year | 6.60 | 9.12 | 72% |
| Returns for 3 years | 35.04 | 47.96 | 73% |
| Returns for 5 years | 19.62 | 38.04 | 52% |
| Returns for 10 years | 40.69 | 68.69 | 59% |
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