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PLBBX vs RLBCX
PLBBX vs RLBCX Comparison
Open Charts PLBBX vs RLBCX
Plumb Balanced Investor
Price$39.52
Change-$0.32 (-0.80%)
VolumeN/A
Net Assets65.16M
American Funds American Balanced R3
Price$38.43
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
PLBBX vs RLBCX Comparison Chart in %
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PLBBX vs. RLBCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 264B vs. PLBBX (65.2M). RLBCX pays higher dividends than PLBBX: RLBCX (1.46) vs PLBBX (1.13). PLBBX was incepted earlier than RLBCX: PLBBX (19 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 : 8.46 vs. PLBBX (0.42). RLBCX return over 5 years is better than : 36.24 vs. PLBBX (8.30).
| PLBBX | RLBCX | PLBBX / RLBCX | |
| Total Expense Ratio | 1.44 | 0.89 | 162% |
| Annual Report Gross Expense Ratio | 1.53 | 0.89 | 172% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 8.734 | 13.420 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 264B | 0% |
| Annual Yield % from dividends | 1.13 | 1.46 | 77% |
| Returns for 1 year | 0.42 | 8.46 | 5% |
| Returns for 3 years | 33.14 | 39.37 | 84% |
| Returns for 5 years | 8.30 | 36.24 | 23% |
| Returns for 10 years | 81.92 | 67.41 | 122% |
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