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PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$38.91
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets61.9M
American Funds American Balanced R5
Price$37.13
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
PLBBX vs RLBFX Comparison Chart in %
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PLBBX vs. RLBFX commentary
Aug 08, 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: 253B vs. PLBBX (61.9M). RLBFX pays higher dividends than PLBBX: RLBFX (2.08) vs PLBBX (1.18). 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 : 11.12 vs. PLBBX (6.18). RLBFX return over 5 years is better than : 38.36 vs. PLBBX (13.32).
| 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 | 6.523 | 8.779 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 253B | 0% |
| Annual Yield % from dividends | 1.18 | 2.08 | 57% |
| Returns for 1 year | 6.18 | 11.12 | 56% |
| Returns for 3 years | 23.95 | 32.24 | 74% |
| Returns for 5 years | 13.32 | 38.36 | 35% |
| Returns for 10 years | 75.06 | 67.86 | 111% |
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