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FOBAX vs RLBGX
FOBAX vs RLBGX Comparison
Open Charts FOBAX vs RLBGX
Tributary Balanced Instl
Price$21.83
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets83.65M
American Funds American Balanced R6
Price$39.90
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
FOBAX vs RLBGX Comparison Chart in %
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FOBAX vs. RLBGX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. FOBAX (83.6M). RLBGX pays higher dividends than FOBAX: RLBGX (1.98) vs FOBAX (1.18). FOBAX was incepted earlier than RLBGX: FOBAX (29 years) vs RLBGX (17 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 : 9.66 vs. FOBAX (2.96). RLBGX return over 5 years is better than : 41.12 vs. FOBAX (15.44).
| 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 | 17 years | - |
| Gain YTD | 9.888 | 16.953 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.6M | 269B | 0% |
| Annual Yield % from dividends | 1.18 | 1.98 | 60% |
| Returns for 1 year | 2.96 | 9.66 | 31% |
| Returns for 3 years | 25.51 | 41.58 | 61% |
| Returns for 5 years | 15.44 | 41.12 | 38% |
| Returns for 10 years | 37.16 | 78.24 | 47% |