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FOBPX vs RLBFX
FOBPX vs RLBFX Comparison
Open Charts FOBPX vs RLBFX
Tributary Balanced Instl Plus
Price$19.82
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets83.89M
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
FOBPX vs RLBFX Comparison Chart
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FOBPX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. FOBPX (83.9M). 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 : 12.61 vs. FOBPX (11.37). RLBFX return over 5 years is better than : 31.46 vs. FOBPX (15.42).
| 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 | 1.174 | 1.948 | 60% |
| 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 | 2.50 | 56% |
| Returns for 1 year | 11.37 | 12.61 | 90% |
| Returns for 3 years | 5.69 | 13.10 | 43% |
| Returns for 5 years | 15.42 | 31.46 | 49% |
| Returns for 10 years | 32.80 | 58.66 | 56% |
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