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PLBBX vs RLEFX
PLBBX vs RLEFX Comparison
Open Charts PLBBX vs RLEFX
Plumb Balanced Investor
Price$37.89
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.80
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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PLBBX vs RLEFX Comparison Chart
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PLBBX vs. RLEFX 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. PLBBX (72.5M). RLEFX pays higher dividends than PLBBX: RLEFX (2.42) vs PLBBX (0.85). PLBBX was incepted earlier than RLEFX: PLBBX (17 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (36.00). RLEFX has a lower initial minimum investment than PLBBX: RLEFX (250) vs PLBBX (2500). RLEFX annual gain was more profitable for investors over the last year : 20.22 vs. PLBBX (18.77). RLEFX return over 5 years is better than : 39.01 vs. PLBBX (22.58).
| PLBBX | RLEFX | PLBBX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 13.836 | 13.058 | 106% |
| 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 | 2.42 | 35% |
| Returns for 1 year | 18.77 | 20.22 | 93% |
| Returns for 3 years | -7.07 | 12.78 | -55% |
| Returns for 5 years | 22.58 | 39.01 | 58% |
| Returns for 10 years | 83.00 | N/A | - |
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