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FOBAX vs RLBBX
FOBAX vs RLBBX Comparison
Open Charts FOBAX vs RLBBX
Tributary Balanced Instl
Price$21.55
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.56M
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
FOBAX vs RLBBX Comparison Chart in %
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FOBAX vs. RLBBX commentary
Oct 19, 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: 265B vs. FOBAX (83.6M). FOBAX pays higher dividends than RLBBX: FOBAX (1.20) vs RLBBX (1.11). FOBAX was incepted earlier than RLBBX: FOBAX (29 years) vs RLBBX (23 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 : 7.84 vs. FOBAX (3.91). RLBBX return over 5 years is better than : 37.69 vs. FOBAX (17.64).
| 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 | 23 years | - |
| Gain YTD | 8.978 | 13.938 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.6M | 265B | 0% |
| Annual Yield % from dividends | 1.20 | 1.11 | 108% |
| Returns for 1 year | 3.91 | 7.84 | 50% |
| Returns for 3 years | 32.90 | 47.43 | 69% |
| Returns for 5 years | 17.64 | 37.69 | 47% |
| Returns for 10 years | 38.18 | 67.64 | 56% |
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