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PLBBX vs RLBCX
PLBBX vs RLBCX Comparison
Open Charts PLBBX vs RLBCX
Plumb Balanced Investor
Price$35.59
Change+$0.20 (+0.57%)
VolumeN/A
Net Assets59.53M
American Funds American Balanced R3
Price$34.14
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
PLBBX vs RLBCX Comparison Chart
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PLBBX vs. RLBCX commentary
Apr 03, 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: 234B vs. PLBBX (59.5M). RLBCX pays higher dividends than PLBBX: RLBCX (1.69) vs PLBBX (1.31). PLBBX was incepted earlier than RLBCX: PLBBX (18 years) vs RLBCX (23 years). PLBBX (1.58) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (25.00). 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 : 3.92 vs. PLBBX (-5.15). RLBCX return over 5 years is better than : 47.99 vs. PLBBX (34.24).
| PLBBX | RLBCX | PLBBX / RLBCX | |
| Total Expense Ratio | 1.44 | 0.89 | 162% |
| Annual Report Gross Expense Ratio | 1.58 | 0.89 | 178% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -3.412 | 0.323 | -1,056% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.5M | 234B | 0% |
| Annual Yield % from dividends | 1.31 | 1.69 | 77% |
| Returns for 1 year | -5.15 | 3.92 | -131% |
| Returns for 3 years | 3.07 | 11.56 | 27% |
| Returns for 5 years | 34.24 | 47.99 | 71% |
| Returns for 10 years | 61.38 | 49.82 | 123% |
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