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PLBBX vs RLBCX
PLBBX vs RLBCX Comparison
Open Charts PLBBX vs RLBCX
Plumb Balanced Investor
Price$40.05
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets63.2M
American Funds American Balanced R3
Price$38.28
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets263.25B
PLBBX vs RLBCX Comparison Chart in %
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PLBBX vs. RLBCX commentary
Sep 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. PLBBX (63.2M). RLBCX pays higher dividends than PLBBX: RLBCX (1.53) vs PLBBX (1.17). 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 : 9.03 vs. PLBBX (3.98). RLBCX return over 5 years is better than : 41.14 vs. PLBBX (16.58).
| 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 | 9.334 | 12.747 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.2M | 263B | 0% |
| Annual Yield % from dividends | 1.17 | 1.53 | 76% |
| Returns for 1 year | 3.98 | 9.03 | 44% |
| Returns for 3 years | 38.12 | 41.73 | 91% |
| Returns for 5 years | 16.58 | 41.14 | 40% |
| Returns for 10 years | 85.12 | 75.56 | 113% |
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