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FOBPX vs RLEFX
FOBPX vs RLEFX Comparison
Open Charts FOBPX vs RLEFX
Tributary Balanced Instl Plus
Price$20.71
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets83.16M
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
FOBPX vs RLEFX Comparison Chart in %
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FOBPX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. FOBPX (83.2M). RLEFX pays higher dividends than FOBPX: RLEFX (2.00) vs FOBPX (1.49). 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 : 8.15 vs. FOBPX (5.03). RLEFX return over 5 years is better than : 39.18 vs. FOBPX (17.95).
| 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 | 6.535 | 9.867 | 66% |
| 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 | 2.00 | 75% |
| Returns for 1 year | 5.03 | 8.15 | 62% |
| Returns for 3 years | 17.19 | 30.19 | 57% |
| Returns for 5 years | 17.95 | 39.18 | 46% |
| Returns for 10 years | 32.62 | N/A | - |
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