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FOBAX vs RLBGX
FOBAX vs RLBGX Comparison
Open Charts FOBAX vs RLBGX
Tributary Balanced Instl
Price$21.10
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets83.16M
American Funds American Balanced R6
Price$37.49
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
FOBAX vs RLBGX Comparison Chart in %
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FOBAX vs. RLBGX commentary
Aug 17, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 256B vs. FOBAX (83.2M). RLBGX pays higher dividends than FOBAX: RLBGX (2.13) vs FOBAX (1.22). FOBAX was incepted earlier than RLBGX: FOBAX (29 years) vs RLBGX (16 years). FOBAX (1.31) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). RLBGX has a lower initial minimum investment than FOBAX: RLBGX (250) vs FOBAX (1000). RLBGX annual gain was more profitable for investors over the last year : 8.36 vs. FOBAX (4.93). RLBGX return over 5 years is better than : 40.09 vs. FOBAX (17.35).
| FOBAX | RLBGX | FOBAX / RLBGX | |
| Total Expense Ratio | 0.95 | 0.25 | 380% |
| Annual Report Gross Expense Ratio | 1.31 | 0.25 | 524% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 6.376 | 9.990 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.2M | 256B | 0% |
| Annual Yield % from dividends | 1.22 | 2.13 | 57% |
| Returns for 1 year | 4.93 | 8.36 | 59% |
| Returns for 3 years | 16.86 | 30.72 | 55% |
| Returns for 5 years | 17.35 | 40.09 | 43% |
| Returns for 10 years | 31.11 | 69.65 | 45% |
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