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FOBPX vs RLBAX
FOBPX vs RLBAX Comparison
Open Charts FOBPX vs RLBAX
Tributary Balanced Instl Plus
Price$21.03
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets83.51M
American Funds American Balanced R1
Price$38.04
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
FOBPX vs RLBAX Comparison Chart in %
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FOBPX vs. RLBAX 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 RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. FOBPX (83.5M). FOBPX pays higher dividends than RLBAX: FOBPX (1.47) vs RLBAX (1.15). FOBPX was incepted earlier than RLBAX: FOBPX (14 years) vs RLBAX (23 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 : 6.99 vs. FOBPX (4.77). RLBAX return over 5 years is better than : 39.63 vs. FOBPX (22.04).
| 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 | 23 years | - |
| Gain YTD | 8.585 | 12.236 | 70% |
| 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 | 1.15 | 127% |
| Returns for 1 year | 4.77 | 6.99 | 68% |
| Returns for 3 years | 33.83 | 47.80 | 71% |
| Returns for 5 years | 22.04 | 39.63 | 56% |
| Returns for 10 years | 44.48 | 74.05 | 60% |
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