FOBAX
Price
$20.91
Change
+$0.06 (+0.29%)
Updated
Jul 25 closing price
Net Assets
83.08M
RLEFX
Price
$37.17
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
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FOBAX vs RLEFX

Header iconFOBAX vs RLEFX Comparison
Open Charts FOBAX vs RLEFXBanner chart's image
Tributary Balanced Instl
Price$20.91
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets83.08M
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
FOBAX vs RLEFX Comparison Chart in %
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FOBAX vs. RLEFX commentary
Jul 27, 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: 254B vs. FOBAX (83.1M). 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 (22.00). 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 : 10.46 vs. FOBAX (5.86). RLEFX return over 5 years is better than : 40.77 vs. FOBAX (19.66).
FOBAXRLEFXFOBAX / RLEFX
Total Expense Ratio0.950.39244%
Annual Report Gross Expense Ratio1.310.39336%
Fund Existence29 years10 years-
Gain YTD5.4189.13359%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets83.1M254B0%
Annual Yield % from dividends1.242.0162%
Returns for 1 year5.8610.4656%
Returns for 3 years22.0735.4262%
Returns for 5 years19.6640.7748%
Returns for 10 years29.93N/A-
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