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PLIBX vs RLBCX
PLIBX vs RLBCX Comparison
Open Charts PLIBX vs RLBCX
Plumb Balanced Institutional
Price$35.94
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets59.08M
American Funds American Balanced R3
Price$34.11
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
PLIBX vs RLBCX Comparison Chart
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PLIBX vs. RLBCX commentary
May 10, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. PLIBX (59.1M). PLIBX pays higher dividends than RLBCX: PLIBX (6.41) vs RLBCX (1.70). PLIBX was incepted earlier than RLBCX: PLIBX (5 years) vs RLBCX (23 years). PLIBX (1.34) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (25.00). RLBCX has a lower initial minimum investment than PLIBX: RLBCX (250) vs PLIBX (2500). RLBCX annual gain was more profitable for investors over the last year : 3.86 vs. PLIBX (1.27).
| PLIBX | RLBCX | PLIBX / RLBCX | |
| Total Expense Ratio | 1.19 | 0.89 | 134% |
| Annual Report Gross Expense Ratio | 1.34 | 0.89 | 151% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -1.997 | 0.235 | -850% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1M | 234B | 0% |
| Annual Yield % from dividends | 6.41 | 1.70 | 378% |
| Returns for 1 year | 1.27 | 3.86 | 33% |
| Returns for 3 years | 25.97 | 20.64 | 126% |
| Returns for 5 years | N/A | 34.81 | - |
| Returns for 10 years | N/A | 48.19 | - |
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