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PLIBX vs RAMHX
PLIBX vs RAMHX Comparison
Open Charts PLIBX vs RAMHX
Plumb Balanced Institutional
Price$39.53
Change-$0.32 (-0.80%)
VolumeN/A
Net Assets65.16M
American Funds American Balanced R2E
Price$38.47
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
PLIBX vs RAMHX Comparison Chart in %
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PLIBX vs. RAMHX commentary
Nov 20, 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 PLIBX is a Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 264B vs. PLIBX (65.2M). RAMHX (1.33) and PLIBX (1.30) have matching dividends . PLIBX was incepted earlier than RAMHX: PLIBX (5 years) vs RAMHX (11 years). PLIBX (1.28) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). RAMHX has a lower initial minimum investment than PLIBX: RAMHX (250) vs PLIBX (2500). RAMHX annual gain was more profitable for investors over the last year : 8.29 vs. PLIBX (5.56). RAMHX return over 5 years is better than : 35.42 vs. PLIBX (14.35).
| PLIBX | RAMHX | PLIBX / RAMHX | |
| Total Expense Ratio | 1.19 | 1.04 | 114% |
| Annual Report Gross Expense Ratio | 1.28 | 1.04 | 123% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.999 | 13.282 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 264B | 0% |
| Annual Yield % from dividends | 1.30 | 1.33 | 98% |
| Returns for 1 year | 5.56 | 8.29 | 67% |
| Returns for 3 years | 40.01 | 38.80 | 103% |
| Returns for 5 years | 14.35 | 35.42 | 41% |
| Returns for 10 years | N/A | 65.65 | - |
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