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FOBPX vs RLBBX
FOBPX vs RLBBX Comparison
Open Charts FOBPX vs RLBBX
Tributary Balanced Instl Plus
Price$21.35
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets83.61M
American Funds American Balanced R2
Price$39.19
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.19B
FOBPX vs RLBBX Comparison Chart in %
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FOBPX vs. RLBBX commentary
Nov 13, 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: 268B vs. FOBPX (83.6M). FOBPX pays higher dividends than RLBBX: FOBPX (1.44) vs RLBBX (1.09). 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 : 9.11 vs. FOBPX (4.22). RLBBX return over 5 years is better than : 36.96 vs. FOBPX (17.67).
| 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 | 10.238 | 15.500 | 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 | 268B | 0% |
| Annual Yield % from dividends | 1.44 | 1.09 | 132% |
| Returns for 1 year | 4.22 | 9.11 | 46% |
| Returns for 3 years | 28.89 | 40.59 | 71% |
| Returns for 5 years | 17.67 | 36.96 | 48% |
| Returns for 10 years | 42.14 | 70.07 | 60% |
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