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FOBPX vs RAMHX
FOBPX vs RAMHX Comparison
Open Charts FOBPX vs RAMHX
Tributary Balanced Instl Plus
Price$20.29
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets82.62M
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FOBPX vs RAMHX Comparison Chart in %
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FOBPX vs. RAMHX commentary
Jul 06, 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 FOBPX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. FOBPX (82.6M). FOBPX pays higher dividends than RAMHX: FOBPX (1.51) vs RAMHX (1.43). FOBPX was incepted earlier than RAMHX: FOBPX (14 years) vs RAMHX (11 years). FOBPX (1.07) and RAMHX (1.04) have similar cost to investors . RAMHX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (19.00). RAMHX has a lower initial minimum investment than FOBPX: RAMHX (250) vs FOBPX (5000000). RAMHX annual gain was more profitable for investors over the last year : 7.35 vs. FOBPX (3.58). RAMHX return over 5 years is better than : 38.74 vs. FOBPX (21.15).
| FOBPX | RAMHX | FOBPX / RAMHX | |
| Total Expense Ratio | 0.77 | 1.04 | 74% |
| Annual Report Gross Expense Ratio | 1.07 | 1.04 | 103% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 4.375 | 7.830 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.6M | 252B | 0% |
| Annual Yield % from dividends | 1.51 | 1.43 | 106% |
| Returns for 1 year | 3.58 | 7.35 | 49% |
| Returns for 3 years | 22.86 | 33.46 | 68% |
| Returns for 5 years | 21.15 | 38.74 | 55% |
| Returns for 10 years | 30.16 | 60.36 | 50% |
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