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PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$39.87
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets62.35M
American Funds American Balanced R5
Price$37.82
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets255.46B
PLBBX vs RLBFX Comparison Chart in %
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PLBBX vs. RLBFX commentary
Aug 29, 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: 255B vs. PLBBX (62.4M). 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 (1.53) 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 : 8.40 vs. PLBBX (2.83). RLBFX return over 5 years is better than : 39.12 vs. PLBBX (9.48).
| PLBBX | RLBFX | PLBBX / RLBFX | |
| Total Expense Ratio | 1.44 | 0.29 | 497% |
| Annual Report Gross Expense Ratio | 1.53 | 0.29 | 528% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 8.379 | 10.801 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.4M | 255B | 0% |
| Annual Yield % from dividends | 1.18 | 2.08 | 57% |
| Returns for 1 year | 2.83 | 8.40 | 34% |
| Returns for 3 years | 31.16 | 36.67 | 85% |
| Returns for 5 years | 9.48 | 39.12 | 24% |
| Returns for 10 years | 84.08 | 77.18 | 109% |
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