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FOBPX vs RLBAX
FOBPX vs RLBAX Comparison
Open Charts FOBPX vs RLBAX
Tributary Balanced Instl Plus
Price$19.83
Change-$1.40 (-6.59%)
VolumeN/A
Net Assets82.49M
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
FOBPX vs RLBAX Comparison Chart in %
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FOBPX vs. RLBAX commentary
Feb 05, 2026
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 RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. FOBPX (82.5M). FOBPX pays higher dividends than RLBAX: FOBPX (1.49) vs RLBAX (1.22). FOBPX was incepted earlier than RLBAX: FOBPX (14 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FOBPX (1.08). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). RLBAX has a lower initial minimum investment than FOBPX: RLBAX (250) vs FOBPX (5000000). RLBAX annual gain was more profitable for investors over the last year : 10.45 vs. FOBPX (1.63). RLBAX return over 5 years is better than : 31.35 vs. FOBPX (9.84).
| FOBPX | RLBAX | FOBPX / RLBAX | |
| Total Expense Ratio | 0.74 | 1.31 | 56% |
| Annual Report Gross Expense Ratio | 1.08 | 1.31 | 82% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 1.070 | 2.371 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.5M | 270B | 0% |
| Annual Yield % from dividends | 1.49 | 1.22 | 122% |
| Returns for 1 year | 1.63 | 10.45 | 16% |
| Returns for 3 years | 20.40 | 33.63 | 61% |
| Returns for 5 years | 9.84 | 31.35 | 31% |
| Returns for 10 years | 42.59 | 79.34 | 54% |
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