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FOBPX vs RLBFX
FOBPX vs RLBFX Comparison
Open Charts FOBPX vs RLBFX
Tributary Balanced Instl Plus
Price$19.61
Change-$0.40 (-2.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
FOBPX vs RLBFX Comparison Chart
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FOBPX vs. RLBFX commentary
Dec 19, 2024
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 StrongBuy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. FOBPX (83.2M). RLBFX pays higher dividends than FOBPX: RLBFX (2.50) vs FOBPX (1.39). FOBPX was incepted earlier than RLBFX: FOBPX (13 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. FOBPX (22.00). RLBFX has a lower initial minimum investment than FOBPX: RLBFX (250) vs FOBPX (5000000). FOBPX (13.19) and RLBFX (12.81) have marching annual gain over last year. RLBFX return over 5 years is better than : 34.29 vs. FOBPX (19.95).
| FOBPX | RLBFX | FOBPX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 12.378 | 11.792 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.2M | 241B | 0% |
| Annual Yield % from dividends | 1.39 | 2.50 | 56% |
| Returns for 1 year | 13.19 | 12.81 | 103% |
| Returns for 3 years | 4.98 | 12.40 | 40% |
| Returns for 5 years | 19.95 | 34.29 | 58% |
| Returns for 10 years | 21.65 | 48.83 | 44% |
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