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PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$37.16
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets65.46M
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
PLBBX vs RLBFX Comparison Chart
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PLBBX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. PLBBX (65.5M). RLBFX pays higher dividends than PLBBX: RLBFX (2.50) vs PLBBX (0.85). PLBBX was incepted earlier than RLBFX: PLBBX (18 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (36.00). RLBFX has a lower initial minimum investment than PLBBX: RLBFX (250) vs PLBBX (2500). RLBFX annual gain was more profitable for investors over the last year : 12.61 vs. PLBBX (9.28). RLBFX return over 5 years is better than : 31.46 vs. PLBBX (13.07).
| PLBBX | RLBFX | PLBBX / RLBFX | |
| 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 | 1.948 | 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 | 2.50 | 34% |
| Returns for 1 year | 9.28 | 12.61 | 74% |
| Returns for 3 years | 4.04 | 13.10 | 31% |
| Returns for 5 years | 13.07 | 31.46 | 42% |
| Returns for 10 years | 73.81 | 58.66 | 126% |
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