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PLIBX vs RLBGX
PLIBX vs RLBGX Comparison
Open Charts PLIBX vs RLBGX
Plumb Balanced Institutional
Price$38.89
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets61.9M
American Funds American Balanced R6
Price$37.09
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
PLIBX vs RLBGX Comparison Chart in %
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PLIBX vs. RLBGX commentary
Aug 08, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 253B vs. PLIBX (61.9M). PLIBX pays higher dividends than RLBGX: PLIBX (5.80) vs RLBGX (2.13). PLIBX was incepted earlier than RLBGX: PLIBX (5 years) vs RLBGX (16 years). PLIBX (1.34) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). RLBGX has a lower initial minimum investment than PLIBX: RLBGX (250) vs PLIBX (2500). PLIBX (11.59) and RLBGX (11.19) have marching annual gain over last year. RLBGX return over 5 years is better than : 38.65 vs. PLIBX (19.70).
| PLIBX | RLBGX | PLIBX / RLBGX | |
| Total Expense Ratio | 1.19 | 0.25 | 476% |
| Annual Report Gross Expense Ratio | 1.34 | 0.25 | 536% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 6.701 | 8.817 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 253B | 0% |
| Annual Yield % from dividends | 5.80 | 2.13 | 273% |
| Returns for 1 year | 11.59 | 11.19 | 104% |
| Returns for 3 years | 30.30 | 32.40 | 94% |
| Returns for 5 years | 19.70 | 38.65 | 51% |
| Returns for 10 years | N/A | 68.24 | - |
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