Ad is loading...
PLABX vs RLBAX
PLABX vs RLBAX Comparison
Open Charts PLABX vs RLBAX
Plumb Balanced A
Price$34.97
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets58.01M
American Funds American Balanced R1
Price$33.49
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets229.84B
PLABX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 230B vs. PLABX (58M). 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 : 4.06 vs. PLABX (1.03).
| 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 | -4.607 | -1.406 | 328% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58M | 230B | 0% |
| Annual Yield % from dividends | 6.46 | 1.27 | 508% |
| Returns for 1 year | 1.03 | 4.06 | 25% |
| Returns for 3 years | 16.74 | 14.36 | 117% |
| Returns for 5 years | N/A | 32.01 | - |
| Returns for 10 years | N/A | 41.43 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...