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PLBBX vs RAMHX
PLBBX vs RAMHX Comparison
Open Charts PLBBX vs RAMHX
Plumb Balanced Investor
Price$37.89
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$34.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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PLBBX vs RAMHX Comparison Chart
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PLBBX vs. RAMHX commentary
Sep 16, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PLBBX is a Buy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 234B vs. PLBBX (72.5M). RAMHX pays higher dividends than PLBBX: RAMHX (1.84) vs PLBBX (0.85). PLBBX was incepted earlier than RAMHX: PLBBX (17 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (36.00). RAMHX has a lower initial minimum investment than PLBBX: RAMHX (250) vs PLBBX (2500). RAMHX (19.48) and PLBBX (18.77) have marching annual gain over last year. RAMHX return over 5 years is better than : 35.40 vs. PLBBX (22.58).
| PLBBX | RAMHX | PLBBX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 13.836 | 12.579 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.5M | 234B | 0% |
| Annual Yield % from dividends | 0.85 | 1.84 | 46% |
| Returns for 1 year | 18.77 | 19.48 | 96% |
| Returns for 3 years | -7.07 | 11.21 | -63% |
| Returns for 5 years | 22.58 | 35.40 | 64% |
| Returns for 10 years | 83.00 | 48.18 | 172% |
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