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PLIBX vs RLBBX
PLIBX vs RLBBX Comparison
Open Charts PLIBX vs RLBBX
Plumb Balanced Institutional
Price$35.66
Change+$0.38 (+1.08%)
VolumeN/A
Net Assets58.44M
American Funds American Balanced R2
Price$34.13
Change+$0.30 (+0.89%)
VolumeN/A
Net Assets232.87B
PLIBX vs RLBBX Comparison Chart
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PLIBX vs. RLBBX commentary
May 03, 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: 233B vs. PLIBX (58.4M). PLIBX pays higher dividends than RLBBX: PLIBX (6.41) vs RLBBX (1.27). 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 (1.94).
| 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 | -3.501 | 0.362 | -966% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.4M | 233B | 0% |
| Annual Yield % from dividends | 6.41 | 1.27 | 503% |
| Returns for 1 year | 1.94 | 6.11 | 32% |
| Returns for 3 years | 17.92 | 16.84 | 106% |
| Returns for 5 years | N/A | 34.73 | - |
| Returns for 10 years | N/A | 45.34 | - |
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