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PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$40.05
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets63.2M
American Funds American Balanced R5
Price$38.58
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
PLBBX vs RLBFX Comparison Chart in %
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PLBBX vs. RLBFX commentary
Sep 19, 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: 263B vs. PLBBX (63.2M). RLBFX pays higher dividends than PLBBX: RLBFX (2.05) vs PLBBX (1.17). 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 : 9.55 vs. PLBBX (3.98). RLBFX return over 5 years is better than : 44.60 vs. PLBBX (16.58).
| 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 | 9.334 | 13.027 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.2M | 263B | 0% |
| Annual Yield % from dividends | 1.17 | 2.05 | 57% |
| Returns for 1 year | 3.98 | 9.55 | 42% |
| Returns for 3 years | 38.12 | 43.97 | 87% |
| Returns for 5 years | 16.58 | 44.60 | 37% |
| Returns for 10 years | 85.12 | 82.04 | 104% |
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