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FOBAX vs RLBFX
FOBAX vs RLBFX Comparison
Open Charts FOBAX vs RLBFX
Tributary Balanced Instl
Price$20.00
Change-$0.15 (-0.74%)
VolumeN/A
Net Assets82.32M
American Funds American Balanced R5
Price$39.82
Change-$0.50 (-1.24%)
VolumeN/A
Net Assets269.37B
FOBAX vs RLBFX Comparison Chart in %
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FOBAX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. FOBAX (82.3M). RLBFX pays higher dividends than FOBAX: RLBFX (1.93) vs FOBAX (1.18). FOBAX was incepted earlier than RLBFX: FOBAX (29 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 : 10.93 vs. FOBAX (-4.70). RLBFX return over 5 years is better than : 42.52 vs. FOBAX (12.37).
| FOBAX | RLBFX | FOBAX / RLBFX | |
| Total Expense Ratio | 0.91 | 0.29 | 314% |
| Annual Report Gross Expense Ratio | 1.32 | 0.29 | 455% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 1.898 | 18.535 | 10% |
| 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 | 1.93 | 61% |
| Returns for 1 year | -4.70 | 10.93 | -43% |
| Returns for 3 years | 17.76 | 45.02 | 39% |
| Returns for 5 years | 12.37 | 42.52 | 29% |
| Returns for 10 years | 30.12 | 84.17 | 36% |
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