Ad is loading...
PLBBX vs RLBCX
PLBBX vs RLBCX Comparison
Open Charts PLBBX vs RLBCX
Plumb Balanced Investor
Price$37.16
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets65.46M
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
PLBBX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLBBX vs. RLBCX commentary
Jan 19, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. PLBBX (65.5M). RLBCX pays higher dividends than PLBBX: RLBCX (1.98) vs PLBBX (0.85). PLBBX was incepted earlier than RLBCX: PLBBX (18 years) vs RLBCX (23 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). RLBCX annual gain was more profitable for investors over the last year : 11.92 vs. PLBBX (9.28). RLBCX return over 5 years is better than : 28.12 vs. PLBBX (13.07).
| PLBBX | RLBCX | PLBBX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.419 | 1.935 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5M | 240B | 0% |
| Annual Yield % from dividends | 0.85 | 1.98 | 43% |
| Returns for 1 year | 9.28 | 11.92 | 78% |
| Returns for 3 years | 4.04 | 11.58 | 35% |
| Returns for 5 years | 13.07 | 28.12 | 46% |
| Returns for 10 years | 73.81 | 53.41 | 138% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers