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FOBAX vs RAMHX
FOBAX vs RAMHX Comparison
Open Charts FOBAX vs RAMHX
Tributary Balanced Instl
Price$20.68
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets82.62M
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FOBAX vs RAMHX Comparison Chart in %
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FOBAX vs. RAMHX commentary
Jul 07, 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 Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. FOBAX (82.6M). RAMHX pays higher dividends than FOBAX: RAMHX (1.43) vs FOBAX (1.24). FOBAX was incepted earlier than RAMHX: FOBAX (29 years) vs RAMHX (11 years). FOBAX (1.31) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (19.00). 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 : 7.35 vs. FOBAX (3.50). RAMHX return over 5 years is better than : 38.74 vs. FOBAX (20.58).
| FOBAX | RAMHX | FOBAX / RAMHX | |
| Total Expense Ratio | 0.95 | 1.04 | 91% |
| Annual Report Gross Expense Ratio | 1.31 | 1.04 | 126% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 4.259 | 7.830 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.6M | 252B | 0% |
| Annual Yield % from dividends | 1.24 | 1.43 | 87% |
| Returns for 1 year | 3.50 | 7.35 | 48% |
| Returns for 3 years | 22.52 | 33.46 | 67% |
| Returns for 5 years | 20.58 | 38.74 | 53% |
| Returns for 10 years | 28.65 | 60.36 | 47% |
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