Interact to see
Advertisement
Advertisement
FOBAX vs RLEFX
FOBAX vs RLEFX Comparison
Open Charts FOBAX vs RLEFX
Tributary Balanced Instl
Price$20.68
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets82.62M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
FOBAX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOBAX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. FOBAX (82.6M). RLEFX pays higher dividends than FOBAX: RLEFX (2.01) vs FOBAX (1.24). FOBAX was incepted earlier than RLEFX: FOBAX (29 years) vs RLEFX (10 years). FOBAX (1.31) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (19.00). RLEFX has a lower initial minimum investment than FOBAX: RLEFX (250) vs FOBAX (1000). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. FOBAX (3.50). RLEFX return over 5 years is better than : 42.56 vs. FOBAX (20.58).
| FOBAX | RLEFX | FOBAX / RLEFX | |
| Total Expense Ratio | 0.95 | 0.39 | 244% |
| Annual Report Gross Expense Ratio | 1.31 | 0.39 | 336% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 4.259 | 8.164 | 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 | 2.01 | 62% |
| Returns for 1 year | 3.50 | 8.07 | 43% |
| Returns for 3 years | 22.52 | 35.76 | 63% |
| Returns for 5 years | 20.58 | 42.56 | 48% |
| Returns for 10 years | 28.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement