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PLABX vs RLBAX
PLABX vs RLBAX Comparison
Open Charts PLABX vs RLBAX
Plumb Balanced A
Price$36.88
Change-$0.27 (-0.73%)
VolumeN/A
Net Assets65.03M
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
PLABX vs RLBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. PLABX (65M). RLBAX pays higher dividends than PLABX: RLBAX (1.59) vs PLABX (1.03). PLABX was incepted earlier than RLBAX: PLABX (4 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. PLABX (36.00). PLABX (250) and RLBAX (250) have matching initial minimum investment requirements. RLBAX annual gain was more profitable for investors over the last year : 8.36 vs. PLABX (7.34).
| PLABX | RLBAX | PLABX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 1.124 | 2.764 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65M | 242B | 0% |
| Annual Yield % from dividends | 1.03 | 1.59 | 65% |
| Returns for 1 year | 7.34 | 8.36 | 88% |
| Returns for 3 years | 14.97 | 15.63 | 96% |
| Returns for 5 years | N/A | 26.04 | - |
| Returns for 10 years | N/A | 46.53 | - |