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FOBPX vs RAMHX
FOBPX vs RAMHX Comparison
Open Charts FOBPX vs RAMHX
Tributary Balanced Instl Plus
Price$20.52
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets83.08M
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
FOBPX vs RAMHX Comparison Chart in %
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FOBPX vs. RAMHX 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 FOBPX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 254B vs. FOBPX (83.1M). 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 (22.00). 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 : 9.75 vs. FOBPX (5.97). RAMHX return over 5 years is better than : 36.97 vs. FOBPX (20.22).
| 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 | 5.558 | 8.742 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.1M | 254B | 0% |
| Annual Yield % from dividends | 1.51 | 1.43 | 106% |
| Returns for 1 year | 5.97 | 9.75 | 61% |
| Returns for 3 years | 22.48 | 33.15 | 68% |
| Returns for 5 years | 20.22 | 36.97 | 55% |
| Returns for 10 years | 31.41 | 60.29 | 52% |
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