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PLIBX vs RLBBX
PLIBX vs RLBBX Comparison
Open Charts PLIBX vs RLBBX
Plumb Balanced Institutional
Price$35.66
Change-$0.10 (-0.28%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$33.98
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
PLIBX vs RLBBX Comparison Chart
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PLIBX vs. RLBBX commentary
Dec 19, 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 PLIBX is a Buy and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. PLIBX (66.9M). RLBBX pays higher dividends than PLIBX: RLBBX (1.58) vs PLIBX (1.24). PLIBX was incepted earlier than RLBBX: PLIBX (4 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. PLIBX (36.00). RLBBX has a lower initial minimum investment than PLIBX: RLBBX (250) vs PLIBX (2500). PLIBX (12.13) and RLBBX (11.88) have marching annual gain over last year.
| PLIBX | RLBBX | PLIBX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 11.053 | 10.930 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9M | 241B | 0% |
| Annual Yield % from dividends | 1.24 | 1.58 | 78% |
| Returns for 1 year | 12.13 | 11.88 | 102% |
| Returns for 3 years | 2.79 | 10.16 | 27% |
| Returns for 5 years | N/A | 28.86 | - |
| Returns for 10 years | N/A | 40.94 | - |