Interact to see
Advertisement
Advertisement
FOBPX vs RLBBX
FOBPX vs RLBBX Comparison
Open Charts FOBPX vs RLBBX
Tributary Balanced Instl Plus
Price$20.91
Change-$0.10 (-0.48%)
VolumeN/A
Net Assets82.26M
American Funds American Balanced R2
Price$38.34
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
FOBPX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOBPX vs. RLBBX commentary
Nov 20, 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 Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 264B vs. FOBPX (82.3M). FOBPX pays higher dividends than RLBBX: FOBPX (1.44) vs RLBBX (1.09). FOBPX was incepted earlier than RLBBX: FOBPX (14 years) vs RLBBX (24 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 : 7.99 vs. FOBPX (3.31). RLBBX return over 5 years is better than : 33.81 vs. FOBPX (15.25).
| 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 | 24 years | - |
| Gain YTD | 7.966 | 12.995 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3M | 264B | 0% |
| Annual Yield % from dividends | 1.44 | 1.09 | 132% |
| Returns for 1 year | 3.31 | 7.99 | 41% |
| Returns for 3 years | 26.60 | 37.73 | 70% |
| Returns for 5 years | 15.25 | 33.81 | 45% |
| Returns for 10 years | 36.46 | 63.05 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement