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PLIBX vs RAMHX
PLIBX vs RAMHX Comparison
Open Charts PLIBX vs RAMHX
Plumb Balanced Institutional
Price$39.70
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets62.35M
American Funds American Balanced R2E
Price$37.38
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
PLIBX vs RAMHX Comparison Chart in %
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PLIBX vs. RAMHX commentary
Aug 29, 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.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 255B vs. PLIBX (62.4M). RAMHX (1.42) and PLIBX (1.37) 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). PLIBX annual gain was more profitable for investors over the last year : 7.30 vs. RAMHX (6.79). RAMHX return over 5 years is better than : 34.31 vs. PLIBX (15.34).
| 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 | 8.342 | 9.888 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.4M | 255B | 0% |
| Annual Yield % from dividends | 1.37 | 1.42 | 96% |
| Returns for 1 year | 7.30 | 6.79 | 108% |
| Returns for 3 years | 36.85 | 32.90 | 112% |
| Returns for 5 years | 15.34 | 34.31 | 45% |
| Returns for 10 years | N/A | 67.43 | - |
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