Interact to see
Advertisement
Advertisement
FOBPX vs RLEFX
FOBPX vs RLEFX Comparison
Open Charts FOBPX vs RLEFX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 5.558 | 9.133 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.1M | 254B | 0% |
| Annual Yield % from dividends | 1.51 | 2.01 | 75% |
| Returns for 1 year | 5.97 | 10.46 | 57% |
| Returns for 3 years | 22.48 | 35.42 | 63% |
| Returns for 5 years | 20.22 | 40.77 | 50% |
| Returns for 10 years | 31.41 | N/A | - |