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FOBAX vs RLEFX
FOBAX vs RLEFX Comparison
Open Charts FOBAX vs RLEFX
Tributary Balanced Instl
Price$21.31
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets83.41M
American Funds American Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets259.11B
FOBAX vs RLEFX Comparison Chart in %
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FOBAX vs. RLEFX commentary
Sep 08, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 259B vs. FOBAX (83.4M). RLEFX pays higher dividends than FOBAX: RLEFX (1.97) vs FOBAX (1.20). FOBAX was incepted earlier than RLEFX: FOBAX (29 years) vs RLEFX (10 years). FOBAX (1.32) 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 : 10.18 vs. FOBAX (6.34). RLEFX return over 5 years is better than : 40.88 vs. FOBAX (17.52).
| FOBAX | RLEFX | FOBAX / RLEFX | |
| Total Expense Ratio | 0.91 | 0.39 | 233% |
| Annual Report Gross Expense Ratio | 1.32 | 0.39 | 338% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 7.435 | 11.511 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.4M | 259B | 0% |
| Annual Yield % from dividends | 1.20 | 1.97 | 61% |
| Returns for 1 year | 6.34 | 10.18 | 62% |
| Returns for 3 years | 25.82 | 40.55 | 64% |
| Returns for 5 years | 17.52 | 40.88 | 43% |
| Returns for 10 years | 37.35 | N/A | - |
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