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FOBAX vs RLBBX
FOBAX vs RLBBX Comparison
Open Charts FOBAX vs RLBBX
Tributary Balanced Instl
Price$21.53
Change-$0.23 (-1.06%)
VolumeN/A
Net Assets82.69M
American Funds American Balanced R2
Price$38.70
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
FOBAX vs RLBBX Comparison Chart in %
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FOBAX vs. RLBBX commentary
Nov 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. FOBAX (82.7M). FOBAX pays higher dividends than RLBBX: FOBAX (1.19) vs RLBBX (1.09). 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 : 9.11 vs. FOBAX (3.02). RLBBX return over 5 years is better than : 36.96 vs. FOBAX (15.85).
| 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 | 8.877 | 15.500 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.7M | 269B | 0% |
| Annual Yield % from dividends | 1.19 | 1.09 | 109% |
| Returns for 1 year | 3.02 | 9.11 | 33% |
| Returns for 3 years | 28.06 | 40.59 | 69% |
| Returns for 5 years | 15.85 | 36.96 | 43% |
| Returns for 10 years | 37.97 | 70.07 | 54% |
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