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FOBAX vs RAMHX
FOBAX vs RAMHX Comparison
Open Charts FOBAX vs RAMHX
Tributary Balanced Instl
Price$21.31
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets83.41M
American Funds American Balanced R2E
Price$37.77
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
FOBAX vs RAMHX Comparison Chart in %
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FOBAX vs. RAMHX commentary
Sep 08, 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 FOBAX is a StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 259B vs. FOBAX (83.4M). RAMHX pays higher dividends than FOBAX: RAMHX (1.40) vs FOBAX (1.20). FOBAX was incepted earlier than RAMHX: FOBAX (29 years) vs RAMHX (11 years). FOBAX (1.32) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). RAMHX has a lower initial minimum investment than FOBAX: RAMHX (250) vs FOBAX (1000). RAMHX annual gain was more profitable for investors over the last year : 9.44 vs. FOBAX (6.34). RAMHX return over 5 years is better than : 37.07 vs. FOBAX (17.52).
| FOBAX | RAMHX | FOBAX / RAMHX | |
| Total Expense Ratio | 0.91 | 1.04 | 88% |
| Annual Report Gross Expense Ratio | 1.32 | 1.04 | 127% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 7.435 | 11.035 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.4M | 259B | 0% |
| Annual Yield % from dividends | 1.20 | 1.40 | 86% |
| Returns for 1 year | 6.34 | 9.44 | 67% |
| Returns for 3 years | 25.82 | 38.20 | 68% |
| Returns for 5 years | 17.52 | 37.07 | 47% |
| Returns for 10 years | 37.35 | 70.10 | 53% |
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