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FOBPX vs RLBBX
FOBPX vs RLBBX Comparison
Open Charts FOBPX vs RLBBX
Tributary Balanced Instl Plus
Price$21.14
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets83.56M
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
FOBPX vs RLBBX Comparison Chart in %
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FOBPX vs. RLBBX commentary
Oct 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. FOBPX (83.6M). FOBPX pays higher dividends than RLBBX: FOBPX (1.45) vs RLBBX (1.11). FOBPX was incepted earlier than RLBBX: FOBPX (14 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than FOBPX (1.08). RLBBX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). RLBBX has a lower initial minimum investment than FOBPX: RLBBX (250) vs FOBPX (5000000). RLBBX annual gain was more profitable for investors over the last year : 7.84 vs. FOBPX (3.99). RLBBX return over 5 years is better than : 37.69 vs. FOBPX (18.23).
| FOBPX | RLBBX | FOBPX / RLBBX | |
| Total Expense Ratio | 0.74 | 1.32 | 56% |
| Annual Report Gross Expense Ratio | 1.08 | 1.32 | 82% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.153 | 13.938 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.6M | 265B | 0% |
| Annual Yield % from dividends | 1.45 | 1.11 | 131% |
| Returns for 1 year | 3.99 | 7.84 | 51% |
| Returns for 3 years | 33.32 | 47.43 | 70% |
| Returns for 5 years | 18.23 | 37.69 | 48% |
| Returns for 10 years | 39.67 | 67.64 | 59% |
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