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FOBAX vs RLBGX
FOBAX vs RLBGX Comparison
Open Charts FOBAX vs RLBGX
Tributary Balanced Instl
Price$21.31
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets83.41M
American Funds American Balanced R6
Price$37.84
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
FOBAX vs RLBGX Comparison Chart in %
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FOBAX vs. RLBGX commentary
Sep 08, 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: 259B vs. FOBAX (83.4M). RLBGX pays higher dividends than FOBAX: RLBGX (2.09) vs FOBAX (1.20). FOBAX was incepted earlier than RLBGX: FOBAX (29 years) vs RLBGX (16 years). FOBAX (1.32) 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 : 10.35 vs. FOBAX (6.34). RLBGX return over 5 years is better than : 41.80 vs. FOBAX (17.52).
| FOBAX | RLBGX | FOBAX / RLBGX | |
| Total Expense Ratio | 0.91 | 0.25 | 364% |
| Annual Report Gross Expense Ratio | 1.32 | 0.25 | 528% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 7.435 | 11.633 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.4M | 259B | 0% |
| Annual Yield % from dividends | 1.20 | 2.09 | 58% |
| Returns for 1 year | 6.34 | 10.35 | 61% |
| Returns for 3 years | 25.82 | 41.14 | 63% |
| Returns for 5 years | 17.52 | 41.80 | 42% |
| Returns for 10 years | 37.35 | 78.87 | 47% |
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