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FOBPX vs RLBFX
FOBPX vs RLBFX Comparison
Open Charts FOBPX vs RLBFX
Tributary Balanced Instl Plus
Price$19.83
Change-$1.40 (-6.59%)
VolumeN/A
Net Assets82.49M
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
FOBPX vs RLBFX Comparison Chart in %
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FOBPX vs. RLBFX commentary
Feb 04, 2026
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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. FOBPX (82.5M). RLBFX pays higher dividends than FOBPX: RLBFX (2.13) vs FOBPX (1.49). FOBPX was incepted earlier than RLBFX: FOBPX (14 years) vs RLBFX (24 years). FOBPX (1.08) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). RLBFX has a lower initial minimum investment than FOBPX: RLBFX (250) vs FOBPX (5000000). RLBFX annual gain was more profitable for investors over the last year : 11.69 vs. FOBPX (1.63). RLBFX return over 5 years is better than : 37.38 vs. FOBPX (9.84).
| FOBPX | RLBFX | FOBPX / RLBFX | |
| Total Expense Ratio | 0.74 | 0.29 | 255% |
| Annual Report Gross Expense Ratio | 1.08 | 0.29 | 372% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 1.070 | 2.503 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.5M | 270B | 0% |
| Annual Yield % from dividends | 1.49 | 2.13 | 70% |
| Returns for 1 year | 1.63 | 11.69 | 14% |
| Returns for 3 years | 20.40 | 38.02 | 54% |
| Returns for 5 years | 9.84 | 37.38 | 26% |
| Returns for 10 years | 42.59 | 91.94 | 46% |
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