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FOBPX vs RLEFX
FOBPX vs RLEFX Comparison
Open Charts FOBPX vs RLEFX
Tributary Balanced Instl Plus
Price$19.76
Change-$0.16 (-0.80%)
VolumeN/A
Net Assets80.26M
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
FOBPX vs RLEFX Comparison Chart
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FOBPX vs. RLEFX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. FOBPX (80.3M). RLEFX pays higher dividends than FOBPX: RLEFX (2.09) 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 (19.00). 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 : 5.49 vs. FOBPX (1.23). RLEFX return over 5 years is better than : 39.46 vs. FOBPX (19.92).
| FOBPX | RLEFX | FOBPX / RLEFX | |
| Total Expense Ratio | 0.77 | 0.39 | 197% |
| Annual Report Gross Expense Ratio | 1.07 | 0.39 | 274% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 1.222 | 4.524 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 244B | 0% |
| Annual Yield % from dividends | 1.51 | 2.09 | 72% |
| Returns for 1 year | 1.23 | 5.49 | 22% |
| Returns for 3 years | 22.13 | 33.28 | 67% |
| Returns for 5 years | 19.92 | 39.46 | 50% |
| Returns for 10 years | 25.08 | N/A | - |
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