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PLIBX vs RLBBX
PLIBX vs RLBBX Comparison
Open Charts PLIBX vs RLBBX
Plumb Balanced Institutional
Price$37.08
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets65.46M
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
PLIBX vs RLBBX Comparison Chart
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PLIBX vs. RLBBX commentary
Jan 19, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. PLIBX (65.5M). 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 annual gain was more profitable for investors over the last year : 14.85 vs. RLBBX (11.43).
| 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 | 1.422 | 1.909 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5M | 240B | 0% |
| Annual Yield % from dividends | 1.24 | 1.58 | 78% |
| Returns for 1 year | 14.85 | 11.43 | 130% |
| Returns for 3 years | 9.32 | 10.54 | 89% |
| Returns for 5 years | N/A | 25.81 | - |
| Returns for 10 years | N/A | 49.88 | - |