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FOBPX vs RAMHX
FOBPX vs RAMHX Comparison
Open Charts FOBPX vs RAMHX
Tributary Balanced Instl Plus
Price$20.71
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets83.16M
American Funds American Balanced R2E
Price$37.23
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
FOBPX vs RAMHX Comparison Chart in %
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FOBPX vs. RAMHX commentary
Aug 18, 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 StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 256B vs. FOBPX (83.2M). FOBPX (1.49) and RAMHX (1.42) 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 (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 : 7.48 vs. FOBPX (5.03). RAMHX return over 5 years is better than : 35.43 vs. FOBPX (17.95).
| 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 | 6.535 | 9.447 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.2M | 256B | 0% |
| Annual Yield % from dividends | 1.49 | 1.42 | 105% |
| Returns for 1 year | 5.03 | 7.48 | 67% |
| Returns for 3 years | 17.19 | 28.00 | 61% |
| Returns for 5 years | 17.95 | 35.43 | 51% |
| Returns for 10 years | 32.62 | 61.39 | 53% |
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