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PLABX vs RLBFX
PLABX vs RLBFX Comparison
Open Charts PLABX vs RLBFX
Plumb Balanced A
Price$36.47
Change-$0.45 (-1.22%)
VolumeN/A
Net Assets60.6M
American Funds American Balanced R5
Price$34.94
Change-$0.40 (-1.13%)
VolumeN/A
Net Assets240.4B
PLABX vs RLBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. PLABX (60.6M). PLABX pays higher dividends than RLBFX: PLABX (6.45) 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 (0.29). 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 : 4.59 vs. PLABX (3.43).
| 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 | 1.234 | 1.988 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.6M | 240B | 0% |
| Annual Yield % from dividends | 6.45 | 2.26 | 285% |
| Returns for 1 year | 3.43 | 4.59 | 75% |
| Returns for 3 years | 30.27 | 24.32 | 124% |
| Returns for 5 years | N/A | 39.65 | - |
| Returns for 10 years | N/A | 54.88 | - |
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