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PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$35.13
Change+$0.19 (+0.54%)
VolumeN/A
Net Assets58.31M
American Funds American Balanced R5
Price$33.89
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
PLBBX vs RLBFX Comparison Chart
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PLBBX vs. RLBFX commentary
Apr 28, 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: 231B vs. PLBBX (58.3M). RLBFX pays higher dividends than PLBBX: RLBFX (2.26) vs PLBBX (1.31). PLBBX was incepted earlier than RLBFX: PLBBX (18 years) vs RLBFX (23 years). PLBBX (1.58) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (25.00). 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 : 5.20 vs. PLBBX (-3.29). RLBFX return over 5 years is better than : 37.99 vs. PLBBX (20.04).
| PLBBX | RLBFX | PLBBX / RLBFX | |
| Total Expense Ratio | 1.44 | 0.30 | 480% |
| Annual Report Gross Expense Ratio | 1.58 | 0.30 | 527% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -4.121 | -1.077 | 383% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3M | 231B | 0% |
| Annual Yield % from dividends | 1.31 | 2.26 | 58% |
| Returns for 1 year | -3.29 | 5.20 | -63% |
| Returns for 3 years | 11.98 | 17.31 | 69% |
| Returns for 5 years | 20.04 | 37.99 | 53% |
| Returns for 10 years | 59.01 | 50.05 | 118% |