Interact to see
Advertisement
Advertisement
FOBPX vs RLBGX
FOBPX vs RLBGX Comparison
Open Charts FOBPX vs RLBGX
Tributary Balanced Instl Plus
Price$20.71
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets83.16M
American Funds American Balanced R6
Price$37.49
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
FOBPX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOBPX vs. RLBGX commentary
Aug 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 256B vs. FOBPX (83.2M). RLBGX pays higher dividends than FOBPX: RLBGX (2.13) vs FOBPX (1.49). FOBPX was incepted earlier than RLBGX: FOBPX (14 years) vs RLBGX (16 years). FOBPX (1.07) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). RLBGX has a lower initial minimum investment than FOBPX: RLBGX (250) vs FOBPX (5000000). RLBGX annual gain was more profitable for investors over the last year : 8.36 vs. FOBPX (5.03). RLBGX return over 5 years is better than : 40.09 vs. FOBPX (17.95).
| FOBPX | RLBGX | FOBPX / RLBGX | |
| Total Expense Ratio | 0.77 | 0.25 | 308% |
| Annual Report Gross Expense Ratio | 1.07 | 0.25 | 428% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 6.535 | 9.990 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.2M | 256B | 0% |
| Annual Yield % from dividends | 1.49 | 2.13 | 70% |
| Returns for 1 year | 5.03 | 8.36 | 60% |
| Returns for 3 years | 17.19 | 30.72 | 56% |
| Returns for 5 years | 17.95 | 40.09 | 45% |
| Returns for 10 years | 32.62 | 69.65 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement