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PLIBX vs RLEFX
PLIBX vs RLEFX Comparison
Open Charts PLIBX vs RLEFX
Plumb Balanced Institutional
Price$38.89
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets61.9M
American Funds American Balanced R5E
Price$37.03
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
PLIBX vs RLEFX Comparison Chart in %
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PLIBX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 253B vs. PLIBX (61.9M). PLIBX pays higher dividends than RLEFX: PLIBX (5.80) vs RLEFX (2.00). PLIBX was incepted earlier than RLEFX: PLIBX (5 years) vs RLEFX (10 years). PLIBX (1.34) 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). PLIBX annual gain was more profitable for investors over the last year : 11.59 vs. RLEFX (11.02). RLEFX return over 5 years is better than : 37.78 vs. PLIBX (19.70).
| PLIBX | RLEFX | PLIBX / RLEFX | |
| Total Expense Ratio | 1.19 | 0.39 | 305% |
| Annual Report Gross Expense Ratio | 1.34 | 0.39 | 344% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 6.701 | 8.722 | 77% |
| 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 | 2.00 | 291% |
| Returns for 1 year | 11.59 | 11.02 | 105% |
| Returns for 3 years | 30.30 | 31.87 | 95% |
| Returns for 5 years | 19.70 | 37.78 | 52% |
| Returns for 10 years | N/A | N/A | - |
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