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FOBAX vs RLEFX
FOBAX vs RLEFX Comparison
Open Charts FOBAX vs RLEFX
Tributary Balanced Instl
Price$21.10
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets83.16M
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
FOBAX vs RLEFX Comparison Chart in %
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FOBAX vs. RLEFX commentary
Aug 17, 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: 256B vs. FOBAX (83.2M). RLEFX pays higher dividends than FOBAX: RLEFX (2.00) vs FOBAX (1.22). 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 : 8.15 vs. FOBAX (4.93). RLEFX return over 5 years is better than : 39.18 vs. FOBAX (17.35).
| 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 | 6.376 | 9.867 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.2M | 256B | 0% |
| Annual Yield % from dividends | 1.22 | 2.00 | 61% |
| Returns for 1 year | 4.93 | 8.15 | 60% |
| Returns for 3 years | 16.86 | 30.19 | 56% |
| Returns for 5 years | 17.35 | 39.18 | 44% |
| Returns for 10 years | 31.11 | N/A | - |
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