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PLABX vs RLBAX
PLABX vs RLBAX Comparison
Open Charts PLABX vs RLBAX
Plumb Balanced A
Price$37.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.99M
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
PLABX vs RLBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. PLABX (62M). PLABX pays higher dividends than RLBAX: PLABX (6.00) vs RLBAX (1.18). PLABX was incepted earlier than RLBAX: PLABX (4 years) vs RLBAX (23 years). PLABX (1.60) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. PLABX (26.00). PLABX (250) and RLBAX (250) have matching initial minimum investment requirements. RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. PLABX (3.31).
| PLABX | RLBAX | PLABX / RLBAX | |
| Total Expense Ratio | 1.44 | 1.31 | 110% |
| Annual Report Gross Expense Ratio | 1.60 | 1.31 | 122% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 4.153 | 7.651 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62M | 252B | 0% |
| Annual Yield % from dividends | 6.00 | 1.18 | 509% |
| Returns for 1 year | 3.31 | 7.00 | 47% |
| Returns for 3 years | 39.85 | 32.45 | 123% |
| Returns for 5 years | N/A | 37.04 | - |
| Returns for 10 years | N/A | 58.01 | - |
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