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PLBBX vs RLBGX
PLBBX vs RLBGX Comparison
Open Charts PLBBX vs RLBGX
Plumb Balanced Investor
Price$37.89
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.86
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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PLBBX vs RLBGX Comparison Chart
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PLBBX vs. RLBGX commentary
Sep 16, 2024
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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. PLBBX (72.5M). RLBGX pays higher dividends than PLBBX: RLBGX (2.55) vs PLBBX (0.85). PLBBX was incepted earlier than RLBGX: PLBBX (17 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (36.00). RLBGX has a lower initial minimum investment than PLBBX: RLBGX (250) vs PLBBX (2500). RLBGX annual gain was more profitable for investors over the last year : 20.40 vs. PLBBX (18.77). RLBGX return over 5 years is better than : 39.85 vs. PLBBX (22.58).
| PLBBX | RLBGX | PLBBX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 13.836 | 13.191 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.5M | 234B | 0% |
| Annual Yield % from dividends | 0.85 | 2.55 | 33% |
| Returns for 1 year | 18.77 | 20.40 | 92% |
| Returns for 3 years | -7.07 | 13.12 | -54% |
| Returns for 5 years | 22.58 | 39.85 | 57% |
| Returns for 10 years | 83.00 | 54.80 | 151% |