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FOBAX vs RLBGX
FOBAX vs RLBGX Comparison
Open Charts FOBAX vs RLBGX
Tributary Balanced Instl
Price$20.68
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets82.62M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FOBAX vs RLBGX Comparison Chart in %
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FOBAX vs. RLBGX commentary
Jul 07, 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 Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. FOBAX (82.6M). RLBGX pays higher dividends than FOBAX: RLBGX (2.15) vs FOBAX (1.24). 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 (19.00). 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 : 8.24 vs. FOBAX (3.50). RLBGX return over 5 years is better than : 43.50 vs. FOBAX (20.58).
| 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 | 4.259 | 8.259 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.6M | 252B | 0% |
| Annual Yield % from dividends | 1.24 | 2.15 | 58% |
| Returns for 1 year | 3.50 | 8.24 | 42% |
| Returns for 3 years | 22.52 | 36.31 | 62% |
| Returns for 5 years | 20.58 | 43.50 | 47% |
| Returns for 10 years | 28.65 | 68.54 | 42% |
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