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FOBPX vs RLBBX
FOBPX vs RLBBX Comparison
Open Charts FOBPX vs RLBBX
Tributary Balanced Instl Plus
Price$21.41
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets83.65M
American Funds American Balanced R2
Price$39.36
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
FOBPX vs RLBBX Comparison Chart in %
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FOBPX vs. RLBBX commentary
Dec 04, 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 RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 271B vs. FOBPX (83.6M). FOBPX pays higher dividends than RLBBX: FOBPX (1.43) vs RLBBX (1.07). FOBPX was incepted earlier than RLBBX: FOBPX (14 years) vs RLBBX (24 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 : 8.46 vs. FOBPX (3.08). RLBBX return over 5 years is better than : 34.82 vs. FOBPX (16.00).
| 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 | 24 years | - |
| Gain YTD | 10.083 | 15.795 | 64% |
| 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 | 271B | 0% |
| Annual Yield % from dividends | 1.43 | 1.07 | 134% |
| Returns for 1 year | 3.08 | 8.46 | 36% |
| Returns for 3 years | 25.95 | 37.33 | 70% |
| Returns for 5 years | 16.00 | 34.82 | 46% |
| Returns for 10 years | 38.65 | 66.69 | 58% |
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