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FOBPX vs RAMHX
FOBPX vs RAMHX Comparison
Open Charts FOBPX vs RAMHX
Tributary Balanced Instl Plus
Price$21.03
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets83.51M
American Funds American Balanced R2E
Price$38.19
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
FOBPX vs RAMHX Comparison Chart in %
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FOBPX vs. RAMHX commentary
Sep 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 Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. FOBPX (83.5M). FOBPX (1.47) and RAMHX (1.40) have matching dividends . FOBPX was incepted earlier than RAMHX: FOBPX (14 years) vs RAMHX (11 years). FOBPX (1.08) 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 : 7.30 vs. FOBPX (4.77). RAMHX return over 5 years is better than : 41.32 vs. FOBPX (22.04).
| FOBPX | RAMHX | FOBPX / RAMHX | |
| Total Expense Ratio | 0.74 | 1.04 | 71% |
| Annual Report Gross Expense Ratio | 1.08 | 1.04 | 104% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 8.585 | 12.458 | 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 | 83.5M | 263B | 0% |
| Annual Yield % from dividends | 1.47 | 1.40 | 105% |
| Returns for 1 year | 4.77 | 7.30 | 65% |
| Returns for 3 years | 33.83 | 48.97 | 69% |
| Returns for 5 years | 22.04 | 41.32 | 53% |
| Returns for 10 years | 44.48 | 76.87 | 58% |
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