PLBBX
Price
$35.59
Change
+$0.20 (+0.57%)
Updated
Apr 2 closing price
Net Assets
59.53M
RLBEX
Price
$34.30
Change
+$0.08 (+0.23%)
Updated
Apr 2 closing price
Net Assets
233.54B
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PLBBX vs RLBEX

Header iconPLBBX vs RLBEX Comparison
Open Charts PLBBX vs RLBEXBanner chart's image
Plumb Balanced Investor
Price$35.59
Change+$0.20 (+0.57%)
VolumeN/A
Net Assets59.53M
American Funds American Balanced R4
Price$34.30
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
PLBBX vs RLBEX Comparison Chart
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PLBBX vs. RLBEX commentary
Apr 03, 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.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. PLBBX (59.5M). RLBEX pays higher dividends than PLBBX: RLBEX (1.97) vs PLBBX (1.31). PLBBX was incepted earlier than RLBEX: PLBBX (18 years) vs RLBEX (23 years). PLBBX (1.58) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 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 : 4.27 vs. PLBBX (-5.15). RLBEX return over 5 years is better than : 49.94 vs. PLBBX (34.24).
PLBBXRLBEXPLBBX / RLBEX
Total Expense Ratio1.440.60240%
Annual Report Gross Expense Ratio1.580.60263%
Fund Existence18 years23 years-
Gain YTD-3.4120.395-863%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets59.5M234B0%
Annual Yield % from dividends1.311.9766%
Returns for 1 year-5.154.27-121%
Returns for 3 years3.0712.3925%
Returns for 5 years34.2449.9469%
Returns for 10 years61.3854.43113%
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