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FOBAX vs RLEFX
FOBAX vs RLEFX Comparison
Open Charts FOBAX vs RLEFX
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.
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).
| 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 | 5.418 | 9.133 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.1M | 254B | 0% |
| Annual Yield % from dividends | 1.24 | 2.01 | 62% |
| Returns for 1 year | 5.86 | 10.46 | 56% |
| Returns for 3 years | 22.07 | 35.42 | 62% |
| Returns for 5 years | 19.66 | 40.77 | 48% |
| Returns for 10 years | 29.93 | N/A | - |
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