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PLBBX vs RLBEX
PLBBX vs RLBEX Comparison
Open Charts PLBBX vs RLBEX
Plumb Balanced Investor
Price$39.87
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets62.35M
American Funds American Balanced R4
Price$37.67
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
PLBBX vs RLBEX Comparison Chart in %
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PLBBX vs. RLBEX commentary
Aug 29, 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: 255B vs. PLBBX (62.4M). 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 (1.53) 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 : 8.05 vs. PLBBX (2.83). RLBEX return over 5 years is better than : 37.36 vs. PLBBX (9.48).
| 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 | 8.379 | 10.588 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.4M | 255B | 0% |
| Annual Yield % from dividends | 1.18 | 1.81 | 65% |
| Returns for 1 year | 2.83 | 8.05 | 35% |
| Returns for 3 years | 31.16 | 35.56 | 88% |
| Returns for 5 years | 9.48 | 37.36 | 25% |
| Returns for 10 years | 84.08 | 76.23 | 110% |
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