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PLABX vs RLBFX
PLABX vs RLBFX Comparison
Open Charts PLABX vs RLBFX
Plumb Balanced A
Price$36.97
Change-$0.48 (-1.28%)
VolumeN/A
Net Assets59.81M
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
PLABX vs RLBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 244B vs. PLABX (59.8M). PLABX pays higher dividends than RLBFX: PLABX (6.20) vs RLBFX (2.18). 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 (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 : 5.61 vs. PLABX (2.68).
| 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 | 1.371 | 4.560 | 30% |
| 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 | 2.18 | 284% |
| Returns for 1 year | 2.68 | 5.61 | 48% |
| Returns for 3 years | 37.15 | 33.66 | 110% |
| Returns for 5 years | N/A | 40.09 | - |
| Returns for 10 years | N/A | 60.51 | - |
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