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PLIBX vs RLEFX
PLIBX vs RLEFX Comparison
Open Charts PLIBX vs RLEFX
Plumb Balanced Institutional
Price$39.53
Change-$0.32 (-0.80%)
VolumeN/A
Net Assets65.16M
American Funds American Balanced R5E
Price$38.68
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
PLIBX vs RLEFX Comparison Chart in %
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PLIBX vs. RLEFX 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 264B vs. PLIBX (65.2M). RLEFX pays higher dividends than PLIBX: RLEFX (1.89) vs PLIBX (1.30). PLIBX was incepted earlier than RLEFX: PLIBX (5 years) vs RLEFX (10 years). PLIBX (1.28) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). RLEFX has a lower initial minimum investment than PLIBX: RLEFX (250) vs PLIBX (2500). RLEFX annual gain was more profitable for investors over the last year : 9.02 vs. PLIBX (5.56). RLEFX return over 5 years is better than : 39.18 vs. PLIBX (14.35).
| PLIBX | RLEFX | PLIBX / RLEFX | |
| Total Expense Ratio | 1.19 | 0.39 | 305% |
| Annual Report Gross Expense Ratio | 1.28 | 0.39 | 328% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 8.999 | 13.936 | 65% |
| 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 | 1.89 | 69% |
| Returns for 1 year | 5.56 | 9.02 | 62% |
| Returns for 3 years | 40.01 | 41.38 | 97% |
| Returns for 5 years | 14.35 | 39.18 | 37% |
| Returns for 10 years | N/A | 72.67 | - |
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