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FOBPX vs RAMHX
FOBPX vs RAMHX Comparison
Open Charts FOBPX vs RAMHX
Tributary Balanced Instl Plus
Price$19.76
Change-$0.16 (-0.80%)
VolumeN/A
Net Assets80.26M
American Funds American Balanced R2E
Price$35.46
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets244.39B
FOBPX vs RAMHX Comparison Chart
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FOBPX vs. RAMHX commentary
Jun 16, 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: 244B vs. FOBPX (80.3M). FOBPX (1.51) and RAMHX (1.49) have matching dividends . 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 : 4.81 vs. FOBPX (1.23). RAMHX return over 5 years is better than : 35.68 vs. FOBPX (19.92).
| 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 | 1.222 | 4.244 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 244B | 0% |
| Annual Yield % from dividends | 1.51 | 1.49 | 101% |
| Returns for 1 year | 1.23 | 4.81 | 26% |
| Returns for 3 years | 22.13 | 31.04 | 71% |
| Returns for 5 years | 19.92 | 35.68 | 56% |
| Returns for 10 years | 25.08 | 53.22 | 47% |
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