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FOBPX vs RLBBX
FOBPX vs RLBBX Comparison
Open Charts FOBPX vs RLBBX
Tributary Balanced Instl Plus
Price$19.82
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets83.89M
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
FOBPX vs RLBBX Comparison Chart
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FOBPX vs. RLBBX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. FOBPX (83.9M). 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 (11.43) and FOBPX (11.37) have marching annual gain over last year. RLBBX return over 5 years is better than : 25.81 vs. FOBPX (15.42).
| 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 | 1.174 | 1.909 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.9M | 240B | 0% |
| Annual Yield % from dividends | 1.39 | 1.58 | 88% |
| Returns for 1 year | 11.37 | 11.43 | 99% |
| Returns for 3 years | 5.69 | 10.54 | 54% |
| Returns for 5 years | 15.42 | 25.81 | 60% |
| Returns for 10 years | 32.80 | 49.88 | 66% |