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PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$35.59
Change+$0.20 (+0.57%)
VolumeN/A
Net Assets59.53M
American Funds American Balanced R5
Price$34.42
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
PLBBX vs RLBFX Comparison Chart
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PLBBX vs. RLBFX commentary
Apr 03, 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: 234B vs. PLBBX (59.5M). 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 : 4.59 vs. PLBBX (-5.15). RLBFX return over 5 years is better than : 51.92 vs. PLBBX (34.24).
| 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 | -3.412 | 0.470 | -726% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.5M | 234B | 0% |
| Annual Yield % from dividends | 1.31 | 2.26 | 58% |
| Returns for 1 year | -5.15 | 4.59 | -112% |
| Returns for 3 years | 3.07 | 13.22 | 23% |
| Returns for 5 years | 34.24 | 51.92 | 66% |
| Returns for 10 years | 61.38 | 55.16 | 111% |
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