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PLIBX vs RLBGX
PLIBX vs RLBGX Comparison
Open Charts PLIBX vs RLBGX
Plumb Balanced Institutional
Price$39.53
Change-$0.32 (-0.80%)
VolumeN/A
Net Assets65.16M
American Funds American Balanced R6
Price$38.74
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
PLIBX vs RLBGX Comparison Chart in %
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PLIBX vs. RLBGX commentary
Nov 20, 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 Hold and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 264B vs. PLIBX (65.2M). RLBGX pays higher dividends than PLIBX: RLBGX (2.01) vs PLIBX (1.30). PLIBX was incepted earlier than RLBGX: PLIBX (5 years) vs RLBGX (17 years). PLIBX (1.28) 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). RLBGX annual gain was more profitable for investors over the last year : 9.20 vs. PLIBX (5.56). RLBGX return over 5 years is better than : 40.06 vs. PLIBX (14.35).
| PLIBX | RLBGX | PLIBX / RLBGX | |
| Total Expense Ratio | 1.19 | 0.25 | 476% |
| Annual Report Gross Expense Ratio | 1.28 | 0.25 | 512% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 8.999 | 14.068 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 264B | 0% |
| Annual Yield % from dividends | 1.30 | 2.01 | 65% |
| Returns for 1 year | 5.56 | 9.20 | 60% |
| Returns for 3 years | 40.01 | 41.98 | 95% |
| Returns for 5 years | 14.35 | 40.06 | 36% |
| Returns for 10 years | N/A | 74.32 | - |
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