Interact to see
Advertisement
Advertisement
FOBPX vs RLBAX
FOBPX vs RLBAX Comparison
Open Charts FOBPX vs RLBAX
Tributary Balanced Instl Plus
Price$19.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets82.81M
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
FOBPX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOBPX vs. RLBAX commentary
Dec 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 Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. FOBPX (82.8M). FOBPX pays higher dividends than RLBAX: FOBPX (1.43) vs RLBAX (1.07). 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 : 8.49 vs. FOBPX (0.64). RLBAX return over 5 years is better than : 30.80 vs. FOBPX (11.95).
| 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 | 2.131 | 10.082 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.8M | 269B | 0% |
| Annual Yield % from dividends | 1.43 | 1.07 | 135% |
| Returns for 1 year | 0.64 | 8.49 | 8% |
| Returns for 3 years | 26.25 | 35.20 | 75% |
| Returns for 5 years | 11.95 | 30.80 | 39% |
| Returns for 10 years | 33.12 | 65.43 | 51% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement