Ad is loading...
FOBPX vs RLBFX
FOBPX vs RLBFX Comparison
Open Charts FOBPX vs RLBFX
Tributary Balanced Instl Plus
Price$18.69
Change+$0.90 (+5.06%)
VolumeN/A
Net Assets72.61M
American Funds American Balanced R5
Price$33.53
Change+$1.63 (+5.11%)
VolumeN/A
Net Assets228.54B
FOBPX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOBPX vs. RLBFX commentary
Apr 11, 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 229B vs. FOBPX (72.6M). RLBFX pays higher dividends than FOBPX: RLBFX (2.26) vs FOBPX (1.55). FOBPX was incepted earlier than RLBFX: FOBPX (14 years) vs RLBFX (23 years). FOBPX (1.07) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. FOBPX (19.00). RLBFX has a lower initial minimum investment than FOBPX: RLBFX (250) vs FOBPX (5000000). FOBPX annual gain was more profitable for investors over the last year : -0.33 vs. RLBFX (-3.29). RLBFX return over 5 years is better than : 31.81 vs. FOBPX (20.74).
| FOBPX | RLBFX | FOBPX / RLBFX | |
| Total Expense Ratio | 0.77 | 0.30 | 257% |
| Annual Report Gross Expense Ratio | 1.07 | 0.30 | 357% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -4.259 | -6.886 | 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 | 72.6M | 229B | 0% |
| Annual Yield % from dividends | 1.55 | 2.26 | 69% |
| Returns for 1 year | -0.33 | -3.29 | 10% |
| Returns for 3 years | 2.90 | 5.75 | 50% |
| Returns for 5 years | 20.74 | 31.81 | 65% |
| Returns for 10 years | 17.50 | 42.36 | 41% |
View a ticker or compare two or three
VS
VS
Ad is loading...