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FOBPX vs RLEFX
FOBPX vs RLEFX Comparison
Open Charts FOBPX vs RLEFX
Tributary Balanced Instl Plus
Price$20.29
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets82.62M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
FOBPX vs RLEFX Comparison Chart in %
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FOBPX vs. RLEFX commentary
Jul 06, 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: 252B vs. FOBPX (82.6M). 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 (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 : 8.07 vs. FOBPX (3.58). RLEFX return over 5 years is better than : 42.56 vs. FOBPX (21.15).
| 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 | 4.375 | 8.164 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.6M | 252B | 0% |
| Annual Yield % from dividends | 1.51 | 2.01 | 75% |
| Returns for 1 year | 3.58 | 8.07 | 44% |
| Returns for 3 years | 22.86 | 35.76 | 64% |
| Returns for 5 years | 21.15 | 42.56 | 50% |
| Returns for 10 years | 30.16 | N/A | - |
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