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PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$38.65
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets61.52M
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets251.2B
PLBBX vs RLBFX Comparison Chart in %
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PLBBX vs. RLBFX commentary
Jul 04, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 251B vs. PLBBX (61.5M). RLBFX pays higher dividends than PLBBX: RLBFX (2.10) vs PLBBX (1.21). PLBBX was incepted earlier than RLBFX: PLBBX (18 years) vs RLBFX (23 years). PLBBX (1.58) 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 : 8.18 vs. PLBBX (-1.12). RLBFX return over 5 years is better than : 43.24 vs. PLBBX (15.22).
| PLBBX | RLBFX | PLBBX / RLBFX | |
| Total Expense Ratio | 1.44 | 0.29 | 497% |
| Annual Report Gross Expense Ratio | 1.58 | 0.29 | 545% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 4.667 | 8.222 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5M | 251B | 0% |
| Annual Yield % from dividends | 1.21 | 2.10 | 58% |
| Returns for 1 year | -1.12 | 8.18 | -14% |
| Returns for 3 years | 34.13 | 36.13 | 94% |
| Returns for 5 years | 15.22 | 43.24 | 35% |
| Returns for 10 years | 74.19 | 68.15 | 109% |
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