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FOBAX vs RLBCX
FOBAX vs RLBCX Comparison
Open Charts FOBAX vs RLBCX
Tributary Balanced Instl
Price$20.32
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets82.49M
American Funds American Balanced R3
Price$38.29
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets269.72B
FOBAX vs RLBCX Comparison Chart in %
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FOBAX vs. RLBCX commentary
Feb 03, 2026
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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. FOBAX (82.5M). RLBCX pays higher dividends than FOBAX: RLBCX (1.62) vs FOBAX (1.23). FOBAX was incepted earlier than RLBCX: FOBAX (30 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 : 11.02 vs. FOBAX (1.25). RLBCX return over 5 years is better than : 34.95 vs. FOBAX (10.72).
| FOBAX | RLBCX | FOBAX / RLBCX | |
| Total Expense Ratio | 0.91 | 0.89 | 102% |
| Annual Report Gross Expense Ratio | 1.32 | 0.89 | 148% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 1.397 | 2.875 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.5M | 270B | 0% |
| Annual Yield % from dividends | 1.23 | 1.62 | 76% |
| Returns for 1 year | 1.25 | 11.02 | 11% |
| Returns for 3 years | 20.51 | 36.06 | 57% |
| Returns for 5 years | 10.72 | 34.95 | 31% |
| Returns for 10 years | 41.52 | 85.27 | 49% |
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