Ad is loading...
PLIBX vs RLBAX
PLIBX vs RLBAX Comparison
Open Charts PLIBX vs RLBAX
Plumb Balanced Institutional
Price$35.94
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets59.08M
American Funds American Balanced R1
Price$34.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.35B
PLIBX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLIBX vs. RLBAX commentary
May 10, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. PLIBX (59.1M). PLIBX pays higher dividends than RLBAX: PLIBX (6.41) vs RLBAX (1.28). PLIBX was incepted earlier than RLBAX: PLIBX (5 years) vs RLBAX (23 years). PLIBX (1.34) and RLBAX (1.31) have similar cost to investors . RLBAX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (25.00). RLBAX has a lower initial minimum investment than PLIBX: RLBAX (250) vs PLIBX (2500). RLBAX annual gain was more profitable for investors over the last year : 3.43 vs. PLIBX (1.27).
| PLIBX | RLBAX | PLIBX / RLBAX | |
| Total Expense Ratio | 1.19 | 1.31 | 91% |
| Annual Report Gross Expense Ratio | 1.34 | 1.31 | 102% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -1.997 | 0.096 | -2,090% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1M | 234B | 0% |
| Annual Yield % from dividends | 6.41 | 1.28 | 502% |
| Returns for 1 year | 1.27 | 3.43 | 37% |
| Returns for 3 years | 25.97 | 19.38 | 134% |
| Returns for 5 years | N/A | 32.37 | - |
| Returns for 10 years | N/A | 44.68 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...