FOBPX
Price
$20.52
Change
+$0.06 (+0.29%)
Updated
Jul 25 closing price
Net Assets
83.08M
RLEFX
Price
$37.17
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
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FOBPX vs RLEFX

Header iconFOBPX vs RLEFX Comparison
Open Charts FOBPX vs RLEFXBanner chart's image
Tributary Balanced Instl Plus
Price$20.52
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets83.08M
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
FOBPX vs RLEFX Comparison Chart in %
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FOBPX vs. RLEFX commentary
Jul 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 RLEFX is a Buy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. FOBPX (83.1M). RLEFX pays higher dividends than FOBPX: RLEFX (2.01) vs FOBPX (1.51). FOBPX was incepted earlier than RLEFX: FOBPX (14 years) vs RLEFX (10 years). FOBPX (1.07) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). RLEFX has a lower initial minimum investment than FOBPX: RLEFX (250) vs FOBPX (5000000). RLEFX annual gain was more profitable for investors over the last year : 10.46 vs. FOBPX (5.97). RLEFX return over 5 years is better than : 40.77 vs. FOBPX (20.22).
FOBPXRLEFXFOBPX / RLEFX
Total Expense Ratio0.770.39197%
Annual Report Gross Expense Ratio1.070.39274%
Fund Existence14 years10 years-
Gain YTD5.5589.13361%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets83.1M254B0%
Annual Yield % from dividends1.512.0175%
Returns for 1 year5.9710.4657%
Returns for 3 years22.4835.4263%
Returns for 5 years20.2240.7750%
Returns for 10 years31.41N/A-
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