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PLBBX vs RLBEX
PLBBX vs RLBEX Comparison
Open Charts PLBBX vs RLBEX
Plumb Balanced Investor
Price$37.16
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets65.46M
American Funds American Balanced R4
Price$34.94
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
PLBBX vs RLBEX Comparison Chart
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PLBBX vs. RLBEX commentary
Jan 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 Hold and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 240B vs. PLBBX (65.5M). RLBEX pays higher dividends than PLBBX: RLBEX (2.24) vs PLBBX (0.85). PLBBX was incepted earlier than RLBEX: PLBBX (18 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (36.00). 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 : 12.28 vs. PLBBX (9.28). RLBEX return over 5 years is better than : 29.82 vs. PLBBX (13.07).
| PLBBX | RLBEX | PLBBX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.419 | 1.955 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5M | 240B | 0% |
| Annual Yield % from dividends | 0.85 | 2.24 | 38% |
| Returns for 1 year | 9.28 | 12.28 | 76% |
| Returns for 3 years | 4.04 | 12.34 | 33% |
| Returns for 5 years | 13.07 | 29.82 | 44% |
| Returns for 10 years | 73.81 | 58.04 | 127% |
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