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PLBBX vs RLBEX
PLBBX vs RLBEX Comparison
Open Charts PLBBX vs RLBEX
Plumb Balanced Investor
Price$37.15
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets60.11M
American Funds American Balanced R4
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
PLBBX vs RLBEX Comparison Chart
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PLBBX vs. RLBEX commentary
Jun 07, 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: 243B vs. PLBBX (60.1M). RLBEX pays higher dividends than PLBBX: RLBEX (1.90) vs PLBBX (1.26). 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 (25.00). 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 : 6.95 vs. PLBBX (-1.50). RLBEX return over 5 years is better than : 34.57 vs. PLBBX (12.93).
| 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 | 1.447 | 4.581 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.1M | 243B | 0% |
| Annual Yield % from dividends | 1.26 | 1.90 | 66% |
| Returns for 1 year | -1.50 | 6.95 | -22% |
| Returns for 3 years | 19.23 | 22.98 | 84% |
| Returns for 5 years | 12.93 | 34.57 | 37% |
| Returns for 10 years | 68.91 | 61.12 | 113% |
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