FOBAX
Price
$20.68
Change
+$0.08 (+0.39%)
Updated
Jul 3 closing price
Net Assets
82.62M
RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
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FOBAX vs RLEFX

Header iconFOBAX vs RLEFX Comparison
Open Charts FOBAX vs RLEFXBanner chart's image
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 %
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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.

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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).
FOBAXRLEFXFOBAX / RLEFX
Total Expense Ratio0.950.39244%
Annual Report Gross Expense Ratio1.310.39336%
Fund Existence29 years10 years-
Gain YTD4.2598.16452%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets82.6M252B0%
Annual Yield % from dividends1.242.0162%
Returns for 1 year3.508.0743%
Returns for 3 years22.5235.7663%
Returns for 5 years20.5842.5648%
Returns for 10 years28.65N/A-
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