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FOBPX vs RLBFX
FOBPX vs RLBFX Comparison
Open Charts FOBPX vs RLBFX
Tributary Balanced Instl Plus
Price$19.85
Change-$0.20 (-1.00%)
VolumeN/A
Net Assets83.7M
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
FOBPX vs RLBFX Comparison Chart
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FOBPX vs. RLBFX commentary
Feb 23, 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 StrongBuy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. FOBPX (83.7M). 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). RLBFX annual gain was more profitable for investors over the last year : 9.54 vs. FOBPX (7.21). RLBFX return over 5 years is better than : 31.70 vs. FOBPX (14.65).
| 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 | 1.327 | 2.908 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.7M | 242B | 0% |
| Annual Yield % from dividends | 1.39 | 2.50 | 56% |
| Returns for 1 year | 7.21 | 9.54 | 76% |
| Returns for 3 years | 10.19 | 18.32 | 56% |
| Returns for 5 years | 14.65 | 31.70 | 46% |
| Returns for 10 years | 25.92 | 55.11 | 47% |