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PLIBX vs RLEFX
PLIBX vs RLEFX Comparison
Open Charts PLIBX vs RLEFX
Plumb Balanced Institutional
Price$39.70
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets62.35M
American Funds American Balanced R5E
Price$37.58
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
PLIBX vs RLEFX Comparison Chart in %
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PLIBX vs. RLEFX commentary
Aug 29, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 255B vs. PLIBX (62.4M). RLEFX pays higher dividends than PLIBX: RLEFX (2.00) vs PLIBX (1.37). 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 (7.46) and PLIBX (7.30) have marching annual gain over last year. RLEFX return over 5 years is better than : 38.02 vs. PLIBX (15.34).
| 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 | 8.342 | 10.337 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.4M | 255B | 0% |
| Annual Yield % from dividends | 1.37 | 2.00 | 68% |
| Returns for 1 year | 7.30 | 7.46 | 98% |
| Returns for 3 years | 36.85 | 35.15 | 105% |
| Returns for 5 years | 15.34 | 38.02 | 40% |
| Returns for 10 years | N/A | N/A | - |
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