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PLIBX vs RLBBX
PLIBX vs RLBBX Comparison
Open Charts PLIBX vs RLBBX
Plumb Balanced Institutional
Price$37.12
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets60.27M
American Funds American Balanced R2
Price$35.42
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
PLIBX vs RLBBX Comparison Chart
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PLIBX vs. RLBBX commentary
Jun 06, 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: 244B vs. PLIBX (60.3M). PLIBX pays higher dividends than RLBBX: PLIBX (6.16) vs RLBBX (1.23). PLIBX was incepted earlier than RLBBX: PLIBX (5 years) vs RLBBX (23 years). PLIBX (1.34) and RLBBX (1.32) have similar cost to investors . RLBBX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (25.00). RLBBX has a lower initial minimum investment than PLIBX: RLBBX (250) vs PLIBX (2500). RLBBX annual gain was more profitable for investors over the last year : 6.11 vs. PLIBX (3.54).
| PLIBX | RLBBX | PLIBX / RLBBX | |
| Total Expense Ratio | 1.19 | 1.32 | 90% |
| Annual Report Gross Expense Ratio | 1.34 | 1.32 | 102% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 1.586 | 4.244 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.3M | 244B | 0% |
| Annual Yield % from dividends | 6.16 | 1.23 | 501% |
| Returns for 1 year | 3.54 | 6.11 | 58% |
| Returns for 3 years | 25.34 | 20.80 | 122% |
| Returns for 5 years | N/A | 30.42 | - |
| Returns for 10 years | N/A | 52.54 | - |
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