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FOBPX vs RLBFX
FOBPX vs RLBFX Comparison
Open Charts FOBPX vs RLBFX
Tributary Balanced Instl Plus
Price$19.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets82.81M
American Funds American Balanced R5
Price$37.75
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
FOBPX vs RLBFX Comparison Chart in %
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FOBPX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. FOBPX (82.8M). RLBFX pays higher dividends than FOBPX: RLBFX (1.93) vs FOBPX (1.43). 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 : 9.39 vs. FOBPX (0.64). RLBFX return over 5 years is better than : 36.42 vs. FOBPX (11.95).
| 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 | 2.131 | 10.980 | 19% |
| 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 | 1.93 | 74% |
| Returns for 1 year | 0.64 | 9.39 | 7% |
| Returns for 3 years | 26.25 | 39.23 | 67% |
| Returns for 5 years | 11.95 | 36.42 | 33% |
| Returns for 10 years | 33.12 | 76.59 | 43% |
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