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PLABX vs RLBAX
PLABX vs RLBAX Comparison
Open Charts PLABX vs RLBAX
Plumb Balanced A
Price$36.97
Change-$0.48 (-1.28%)
VolumeN/A
Net Assets59.81M
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
PLABX vs RLBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. PLABX (59.8M). PLABX pays higher dividends than RLBAX: PLABX (6.20) vs RLBAX (1.23). 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 (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 : 4.45 vs. PLABX (2.68).
| 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 | 1.371 | 4.085 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 244B | 0% |
| Annual Yield % from dividends | 6.20 | 1.23 | 504% |
| Returns for 1 year | 2.68 | 4.45 | 60% |
| Returns for 3 years | 37.15 | 30.02 | 124% |
| Returns for 5 years | N/A | 34.05 | - |
| Returns for 10 years | N/A | 51.23 | - |
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