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PLABX vs RLBFX
PLABX vs RLBFX Comparison
Open Charts PLABX vs RLBFX
Plumb Balanced A
Price$34.97
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets58.01M
American Funds American Balanced R5
Price$33.89
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets229.84B
PLABX vs RLBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 230B vs. PLABX (58M). PLABX pays higher dividends than RLBFX: PLABX (6.46) vs RLBFX (2.26). PLABX was incepted earlier than RLBFX: PLABX (4 years) vs RLBFX (23 years). PLABX (1.60) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PLABX (25.00). PLABX (250) and RLBFX (250) have matching initial minimum investment requirements. RLBFX annual gain was more profitable for investors over the last year : 5.20 vs. PLABX (1.03).
| PLABX | RLBFX | PLABX / RLBFX | |
| Total Expense Ratio | 1.44 | 0.30 | 480% |
| Annual Report Gross Expense Ratio | 1.60 | 0.30 | 533% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -4.607 | -1.077 | 428% |
| 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 | 2.26 | 286% |
| Returns for 1 year | 1.03 | 5.20 | 20% |
| Returns for 3 years | 16.74 | 17.31 | 97% |
| Returns for 5 years | N/A | 37.99 | - |
| Returns for 10 years | N/A | 50.05 | - |
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