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FOBAX vs RLBFX
FOBAX vs RLBFX Comparison
Open Charts FOBAX vs RLBFX
Tributary Balanced Instl
Price$20.32
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets82.49M
American Funds American Balanced R5
Price$38.65
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets269.72B
FOBAX vs RLBFX Comparison Chart in %
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FOBAX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. FOBAX (82.5M). RLBFX pays higher dividends than FOBAX: RLBFX (2.13) vs FOBAX (1.23). FOBAX was incepted earlier than RLBFX: FOBAX (30 years) vs RLBFX (24 years). FOBAX (1.32) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). RLBFX has a lower initial minimum investment than FOBAX: RLBFX (250) vs FOBAX (1000). RLBFX annual gain was more profitable for investors over the last year : 11.75 vs. FOBAX (1.25). RLBFX return over 5 years is better than : 38.53 vs. FOBAX (10.72).
| FOBAX | RLBFX | FOBAX / RLBFX | |
| Total Expense Ratio | 0.91 | 0.29 | 314% |
| Annual Report Gross Expense Ratio | 1.32 | 0.29 | 455% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 1.397 | 2.929 | 48% |
| 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 | 2.13 | 57% |
| Returns for 1 year | 1.25 | 11.75 | 11% |
| Returns for 3 years | 20.51 | 38.60 | 53% |
| Returns for 5 years | 10.72 | 38.53 | 28% |
| Returns for 10 years | 41.52 | 92.74 | 45% |
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