Interact to see
Advertisement
Advertisement
PLABX vs RLBFX
PLABX vs RLBFX Comparison
Open Charts PLABX vs RLBFX
Plumb Balanced A
Price$37.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.99M
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PLABX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. PLABX (62M). PLABX pays higher dividends than RLBFX: PLABX (6.00) vs RLBFX (2.10). PLABX was incepted earlier than RLBFX: PLABX (4 years) vs RLBFX (23 years). PLABX (1.60) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. PLABX (26.00). PLABX (250) and RLBFX (250) have matching initial minimum investment requirements. RLBFX annual gain was more profitable for investors over the last year : 8.18 vs. PLABX (3.31).
| PLABX | RLBFX | PLABX / RLBFX | |
| Total Expense Ratio | 1.44 | 0.29 | 497% |
| Annual Report Gross Expense Ratio | 1.60 | 0.29 | 552% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 4.153 | 8.222 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62M | 252B | 0% |
| Annual Yield % from dividends | 6.00 | 2.10 | 286% |
| Returns for 1 year | 3.31 | 8.18 | 41% |
| Returns for 3 years | 39.85 | 36.13 | 110% |
| Returns for 5 years | N/A | 43.24 | - |
| Returns for 10 years | N/A | 68.15 | - |