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PLIBX vs RLBEX
PLIBX vs RLBEX Comparison
Open Charts PLIBX vs RLBEX
Plumb Balanced Institutional
Price$35.94
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets59.08M
American Funds American Balanced R4
Price$34.28
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
PLIBX vs RLBEX Comparison Chart
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PLIBX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. PLIBX (59.1M). PLIBX pays higher dividends than RLBEX: PLIBX (6.41) vs RLBEX (1.98). PLIBX was incepted earlier than RLBEX: PLIBX (5 years) vs RLBEX (23 years). PLIBX (1.34) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (25.00). RLBEX has a lower initial minimum investment than PLIBX: RLBEX (250) vs PLIBX (2500). RLBEX annual gain was more profitable for investors over the last year : 4.20 vs. PLIBX (1.27).
| PLIBX | RLBEX | PLIBX / RLBEX | |
| Total Expense Ratio | 1.19 | 0.59 | 202% |
| Annual Report Gross Expense Ratio | 1.34 | 0.59 | 227% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -1.997 | 0.337 | -593% |
| 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 | 1.98 | 325% |
| Returns for 1 year | 1.27 | 4.20 | 30% |
| Returns for 3 years | 25.97 | 21.53 | 121% |
| Returns for 5 years | N/A | 36.57 | - |
| Returns for 10 years | N/A | 52.73 | - |
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