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PLABX vs RLBAX
PLABX vs RLBAX Comparison
Open Charts PLABX vs RLBAX
Plumb Balanced A
Price$34.29
Change-$1.13 (-3.19%)
VolumeN/A
Net Assets59.79M
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
PLABX vs RLBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. PLABX (59.8M). PLABX pays higher dividends than RLBAX: PLABX (6.46) vs RLBAX (1.27). PLABX was incepted earlier than RLBAX: PLABX (4 years) vs RLBAX (23 years). PLABX (1.60) is less costly to investors than RLBAX (1.33). RLBAX is a more actively managed with annual turnover of: 171.00 vs. PLABX (25.00). PLABX (250) and RLBAX (250) have matching initial minimum investment requirements. RLBAX annual gain was more profitable for investors over the last year : 0.57 vs. PLABX (0.18).
| PLABX | RLBAX | PLABX / RLBAX | |
| Total Expense Ratio | 1.44 | 1.33 | 108% |
| Annual Report Gross Expense Ratio | 1.60 | 1.33 | 120% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -2.879 | -2.348 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 235B | 0% |
| Annual Yield % from dividends | 6.46 | 1.27 | 508% |
| Returns for 1 year | 0.18 | 0.57 | 32% |
| Returns for 3 years | 7.52 | 7.24 | 104% |
| Returns for 5 years | N/A | 41.60 | - |
| Returns for 10 years | N/A | 41.83 | - |
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