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FOBPX vs RLBGX
FOBPX vs RLBGX Comparison
Open Charts FOBPX vs RLBGX
Tributary Balanced Instl Plus
Price$18.69
Change+$0.90 (+5.06%)
VolumeN/A
Net Assets72.61M
American Funds American Balanced R6
Price$32.78
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
FOBPX vs RLBGX Comparison Chart
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FOBPX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 229B vs. FOBPX (72.6M). RLBGX pays higher dividends than FOBPX: RLBGX (2.31) vs FOBPX (1.55). FOBPX was incepted earlier than RLBGX: FOBPX (14 years) vs RLBGX (16 years). FOBPX (1.07) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. FOBPX (19.00). RLBGX has a lower initial minimum investment than FOBPX: RLBGX (250) vs FOBPX (5000000). FOBPX annual gain was more profitable for investors over the last year : -0.33 vs. RLBGX (-3.25). RLBGX return over 5 years is better than : 32.03 vs. FOBPX (20.74).
| FOBPX | RLBGX | FOBPX / RLBGX | |
| Total Expense Ratio | 0.77 | 0.25 | 308% |
| Annual Report Gross Expense Ratio | 1.07 | 0.25 | 428% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | -4.259 | -6.882 | 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 | 2.31 | 67% |
| Returns for 1 year | -0.33 | -3.25 | 10% |
| Returns for 3 years | 2.90 | 5.85 | 50% |
| Returns for 5 years | 20.74 | 32.03 | 65% |
| Returns for 10 years | 17.50 | 42.65 | 41% |