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PLBBX vs RLBCX
PLBBX vs RLBCX Comparison
Open Charts PLBBX vs RLBCX
Plumb Balanced Investor
Price$39.87
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets62.35M
American Funds American Balanced R3
Price$37.48
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
PLBBX vs RLBCX Comparison Chart in %
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PLBBX vs. RLBCX commentary
Aug 29, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 255B vs. PLBBX (62.4M). RLBCX pays higher dividends than PLBBX: RLBCX (1.56) vs PLBBX (1.18). PLBBX was incepted earlier than RLBCX: PLBBX (18 years) vs RLBCX (23 years). PLBBX (1.53) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (26.00). RLBCX has a lower initial minimum investment than PLBBX: RLBCX (250) vs PLBBX (2500). RLBCX annual gain was more profitable for investors over the last year : 7.72 vs. PLBBX (2.83). RLBCX return over 5 years is better than : 35.59 vs. PLBBX (9.48).
| PLBBX | RLBCX | PLBBX / RLBCX | |
| Total Expense Ratio | 1.44 | 0.89 | 162% |
| Annual Report Gross Expense Ratio | 1.53 | 0.89 | 172% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 8.379 | 10.391 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.4M | 255B | 0% |
| Annual Yield % from dividends | 1.18 | 1.56 | 76% |
| Returns for 1 year | 2.83 | 7.72 | 37% |
| Returns for 3 years | 31.16 | 34.49 | 90% |
| Returns for 5 years | 9.48 | 35.59 | 27% |
| Returns for 10 years | 84.08 | 70.88 | 119% |
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