Interact to see
Advertisement
Advertisement
FOBAX vs RLBCX
FOBAX vs RLBCX Comparison
Open Charts FOBAX vs RLBCX
Tributary Balanced Instl
Price$20.00
Change-$0.15 (-0.74%)
VolumeN/A
Net Assets82.32M
American Funds American Balanced R3
Price$39.45
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
FOBAX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOBAX vs. RLBCX 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. FOBAX (82.3M). RLBCX pays higher dividends than FOBAX: RLBCX (1.44) vs FOBAX (1.18). FOBAX was incepted earlier than RLBCX: FOBAX (29 years) vs RLBCX (24 years). FOBAX (1.32) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). RLBCX has a lower initial minimum investment than FOBAX: RLBCX (250) vs FOBAX (1000). RLBCX annual gain was more profitable for investors over the last year : 10.24 vs. FOBAX (-4.70). RLBCX return over 5 years is better than : 38.90 vs. FOBAX (12.37).
| FOBAX | RLBCX | FOBAX / RLBCX | |
| Total Expense Ratio | 0.91 | 0.89 | 102% |
| Annual Report Gross Expense Ratio | 1.32 | 0.89 | 148% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 1.898 | 17.876 | 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 | 1.44 | 82% |
| Returns for 1 year | -4.70 | 10.24 | -46% |
| Returns for 3 years | 17.76 | 42.57 | 42% |
| Returns for 5 years | 12.37 | 38.90 | 32% |
| Returns for 10 years | 30.12 | 77.32 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement