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PLBBX vs RLBEX
PLBBX vs RLBEX Comparison
Open Charts PLBBX vs RLBEX
Plumb Balanced Investor
Price$38.91
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets61.9M
American Funds American Balanced R4
Price$36.99
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
PLBBX vs RLBEX Comparison Chart in %
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PLBBX vs. RLBEX commentary
Aug 08, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 253B vs. PLBBX (61.9M). RLBEX pays higher dividends than PLBBX: RLBEX (1.81) vs PLBBX (1.18). PLBBX was incepted earlier than RLBEX: PLBBX (18 years) vs RLBEX (23 years). PLBBX (1.58) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (26.00). RLBEX has a lower initial minimum investment than PLBBX: RLBEX (250) vs PLBBX (2500). RLBEX annual gain was more profitable for investors over the last year : 10.77 vs. PLBBX (6.18). RLBEX return over 5 years is better than : 36.60 vs. PLBBX (13.32).
| PLBBX | RLBEX | PLBBX / RLBEX | |
| Total Expense Ratio | 1.44 | 0.59 | 244% |
| Annual Report Gross Expense Ratio | 1.58 | 0.59 | 268% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 6.523 | 8.592 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 253B | 0% |
| Annual Yield % from dividends | 1.18 | 1.81 | 65% |
| Returns for 1 year | 6.18 | 10.77 | 57% |
| Returns for 3 years | 23.95 | 31.19 | 77% |
| Returns for 5 years | 13.32 | 36.60 | 36% |
| Returns for 10 years | 75.06 | 66.90 | 112% |
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