Interact to see
Advertisement
Advertisement
FOBAX vs RLBBX
FOBAX vs RLBBX Comparison
Open Charts FOBAX vs RLBBX
Tributary Balanced Instl
Price$20.00
Change-$0.15 (-0.74%)
VolumeN/A
Net Assets82.32M
American Funds American Balanced R2
Price$39.34
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
FOBAX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOBAX vs. RLBBX commentary
Dec 14, 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 Hold and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. FOBAX (82.3M). FOBAX pays higher dividends than RLBBX: FOBAX (1.18) vs RLBBX (1.07). FOBAX was incepted earlier than RLBBX: FOBAX (29 years) vs RLBBX (24 years). FOBAX (1.32) and RLBBX (1.32) have similar cost to investors . RLBBX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). RLBBX has a lower initial minimum investment than FOBAX: RLBBX (250) vs FOBAX (1000). RLBBX annual gain was more profitable for investors over the last year : 9.74 vs. FOBAX (-4.70). RLBBX return over 5 years is better than : 36.40 vs. FOBAX (12.37).
| FOBAX | RLBBX | FOBAX / RLBBX | |
| Total Expense Ratio | 0.91 | 1.32 | 69% |
| Annual Report Gross Expense Ratio | 1.32 | 1.32 | 100% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 1.898 | 17.386 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3M | 269B | 0% |
| Annual Yield % from dividends | 1.18 | 1.07 | 111% |
| Returns for 1 year | -4.70 | 9.74 | -48% |
| Returns for 3 years | 17.76 | 40.84 | 43% |
| Returns for 5 years | 12.37 | 36.40 | 34% |
| Returns for 10 years | 30.12 | 72.64 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement