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PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$39.52
Change-$0.32 (-0.80%)
VolumeN/A
Net Assets65.16M
American Funds American Balanced R5
Price$38.78
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
PLBBX vs RLBFX Comparison Chart in %
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PLBBX vs. RLBFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 264B vs. PLBBX (65.2M). RLBFX pays higher dividends than PLBBX: RLBFX (1.97) vs PLBBX (1.13). PLBBX was incepted earlier than RLBFX: PLBBX (19 years) vs RLBFX (24 years). PLBBX (1.53) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (26.00). 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 : 9.13 vs. PLBBX (0.42). RLBFX return over 5 years is better than : 39.76 vs. PLBBX (8.30).
| PLBBX | RLBFX | PLBBX / RLBFX | |
| Total Expense Ratio | 1.44 | 0.29 | 497% |
| Annual Report Gross Expense Ratio | 1.53 | 0.29 | 528% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 8.734 | 14.008 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 264B | 0% |
| Annual Yield % from dividends | 1.13 | 1.97 | 58% |
| Returns for 1 year | 0.42 | 9.13 | 5% |
| Returns for 3 years | 33.14 | 41.78 | 79% |
| Returns for 5 years | 8.30 | 39.76 | 21% |
| Returns for 10 years | 81.92 | 73.89 | 111% |
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