PLIBX
Price
$38.89
Change
-$0.12 (-0.31%)
Updated
Aug 6 closing price
Net Assets
61.9M
RAMHX
Price
$36.84
Change
+$0.09 (+0.24%)
Updated
Aug 6 closing price
Net Assets
253.12B
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PLIBX vs RAMHX

Header iconPLIBX vs RAMHX Comparison
Open Charts PLIBX vs RAMHXBanner chart's image
Plumb Balanced Institutional
Price$38.89
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets61.9M
American Funds American Balanced R2E
Price$36.84
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
PLIBX vs RAMHX Comparison Chart in %
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PLIBX vs. RAMHX commentary
Aug 08, 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 Buy and RAMHX is a Buy.

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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 253B vs. PLIBX (61.9M). PLIBX pays higher dividends than RAMHX: PLIBX (5.80) vs RAMHX (1.42). PLIBX was incepted earlier than RAMHX: PLIBX (5 years) vs RAMHX (11 years). PLIBX (1.34) 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). PLIBX annual gain was more profitable for investors over the last year : 11.59 vs. RAMHX (10.27). RAMHX return over 5 years is better than : 34.01 vs. PLIBX (19.70).
PLIBXRAMHXPLIBX / RAMHX
Total Expense Ratio1.191.04114%
Annual Report Gross Expense Ratio1.341.04129%
Fund Existence5 years11 years-
Gain YTD6.7018.30181%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets61.9M253B0%
Annual Yield % from dividends5.801.42409%
Returns for 1 year11.5910.27113%
Returns for 3 years30.3029.65102%
Returns for 5 years19.7034.0158%
Returns for 10 yearsN/A60.02-
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