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PLABX vs RLBAX
PLABX vs RLBAX Comparison
Open Charts PLABX vs RLBAX
Plumb Balanced A
Price$36.47
Change-$0.45 (-1.22%)
VolumeN/A
Net Assets60.6M
American Funds American Balanced R1
Price$34.51
Change-$0.39 (-1.12%)
VolumeN/A
Net Assets240.4B
PLABX vs RLBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 240B vs. PLABX (60.6M). PLABX pays higher dividends than RLBAX: PLABX (6.45) vs RLBAX (1.28). 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 (3.49) and PLABX (3.43) have marching annual gain over last year.
| 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 | 1.234 | 1.597 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.6M | 240B | 0% |
| Annual Yield % from dividends | 6.45 | 1.28 | 506% |
| Returns for 1 year | 3.43 | 3.49 | 99% |
| Returns for 3 years | 30.27 | 21.25 | 142% |
| Returns for 5 years | N/A | 33.66 | - |
| Returns for 10 years | N/A | 45.97 | - |
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