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PLBBX vs RLBEX
PLBBX vs RLBEX Comparison
Open Charts PLBBX vs RLBEX
Plumb Balanced Investor
Price$40.05
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets63.2M
American Funds American Balanced R4
Price$38.45
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
PLBBX vs RLBEX Comparison Chart in %
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PLBBX vs. RLBEX commentary
Sep 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 Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. PLBBX (63.2M). RLBEX pays higher dividends than PLBBX: RLBEX (1.79) vs PLBBX (1.17). PLBBX was incepted earlier than RLBEX: PLBBX (18 years) vs RLBEX (23 years). PLBBX (1.53) 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 : 9.28 vs. PLBBX (3.98). RLBEX return over 5 years is better than : 42.83 vs. PLBBX (16.58).
| PLBBX | RLBEX | PLBBX / RLBEX | |
| Total Expense Ratio | 1.44 | 0.59 | 244% |
| Annual Report Gross Expense Ratio | 1.53 | 0.59 | 259% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 9.334 | 12.878 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.2M | 263B | 0% |
| Annual Yield % from dividends | 1.17 | 1.79 | 66% |
| Returns for 1 year | 3.98 | 9.28 | 43% |
| Returns for 3 years | 38.12 | 42.83 | 89% |
| Returns for 5 years | 16.58 | 42.83 | 39% |
| Returns for 10 years | 85.12 | 81.02 | 105% |
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