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PLABX vs RLBFX
PLABX vs RLBFX Comparison
Open Charts PLABX vs RLBFX
Plumb Balanced A
Price$34.29
Change-$1.13 (-3.19%)
VolumeN/A
Net Assets59.79M
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
PLABX vs RLBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. PLABX (59.8M). 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 : 1.68 vs. PLABX (0.18).
| 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 | -2.879 | -2.099 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 235B | 0% |
| Annual Yield % from dividends | 6.46 | 2.26 | 286% |
| Returns for 1 year | 0.18 | 1.68 | 11% |
| Returns for 3 years | 7.52 | 9.95 | 76% |
| Returns for 5 years | N/A | 48.03 | - |
| Returns for 10 years | N/A | 50.46 | - |
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