Ad is loading...
PLBBX vs RLBCX
PLBBX vs RLBCX Comparison
Open Charts PLBBX vs RLBCX
Plumb Balanced Investor
Price$35.13
Change+$0.19 (+0.54%)
VolumeN/A
Net Assets58.31M
American Funds American Balanced R3
Price$33.60
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
PLBBX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLBBX vs. RLBCX commentary
Apr 28, 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: 231B vs. PLBBX (58.3M). 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 : 4.53 vs. PLBBX (-3.29). RLBCX return over 5 years is better than : 34.45 vs. PLBBX (20.04).
| 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 | -4.121 | -1.264 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3M | 231B | 0% |
| Annual Yield % from dividends | 1.31 | 1.69 | 77% |
| Returns for 1 year | -3.29 | 4.53 | -73% |
| Returns for 3 years | 11.98 | 15.59 | 77% |
| Returns for 5 years | 20.04 | 34.45 | 58% |
| Returns for 10 years | 59.01 | 44.92 | 131% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers