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PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$40.12
Change-$0.52 (-1.28%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.20
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
PLBBX vs RLBFX Comparison Chart
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PLBBX vs. RLBFX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. PLBBX (68.5M). 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). PLBBX annual gain was more profitable for investors over the last year : 23.27 vs. RLBFX (21.23). RLBFX return over 5 years is better than : 36.52 vs. PLBBX (24.16).
| 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 | 16.866 | 14.331 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.5M | 236B | 0% |
| Annual Yield % from dividends | 0.85 | 2.50 | 34% |
| Returns for 1 year | 23.27 | 21.23 | 110% |
| Returns for 3 years | -5.67 | 11.20 | -51% |
| Returns for 5 years | 24.16 | 36.52 | 66% |
| Returns for 10 years | 83.96 | 53.14 | 158% |
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