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PLIBX vs RLBBX
PLIBX vs RLBBX Comparison
Open Charts PLIBX vs RLBBX
Plumb Balanced Institutional
Price$38.62
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets61.99M
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PLIBX vs RLBBX Comparison Chart in %
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PLIBX vs. RLBBX commentary
Jul 07, 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: 252B vs. PLIBX (62M). PLIBX pays higher dividends than RLBBX: PLIBX (5.93) vs RLBBX (1.17). 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 (26.00). 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 : 7.05 vs. PLIBX (4.73).
| 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 | 5.635 | 7.674 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62M | 252B | 0% |
| Annual Yield % from dividends | 5.93 | 1.17 | 505% |
| Returns for 1 year | 4.73 | 7.05 | 67% |
| Returns for 3 years | 42.08 | 32.48 | 130% |
| Returns for 5 years | N/A | 37.07 | - |
| Returns for 10 years | N/A | 58.03 | - |
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