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PLBBX vs RLBCX
PLBBX vs RLBCX Comparison
Open Charts PLBBX vs RLBCX
Plumb Balanced Investor
Price$40.12
Change-$0.52 (-1.28%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$35.90
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
PLBBX vs RLBCX Comparison Chart
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PLBBX vs. RLBCX commentary
Nov 18, 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. PLBBX (68.5M). RLBCX pays higher dividends than PLBBX: RLBCX (1.98) vs PLBBX (0.85). PLBBX was incepted earlier than RLBCX: PLBBX (18 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (36.00). RLBCX has a lower initial minimum investment than PLBBX: RLBCX (250) vs PLBBX (2500). PLBBX annual gain was more profitable for investors over the last year : 23.27 vs. RLBCX (20.49). RLBCX return over 5 years is better than : 33.23 vs. PLBBX (24.16).
| PLBBX | RLBCX | PLBBX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 16.866 | 13.748 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.5M | 236B | 0% |
| Annual Yield % from dividends | 0.85 | 1.98 | 43% |
| Returns for 1 year | 23.27 | 20.49 | 114% |
| Returns for 3 years | -5.67 | 9.74 | -58% |
| Returns for 5 years | 24.16 | 33.23 | 73% |
| Returns for 10 years | 83.96 | 48.12 | 174% |
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