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PLABX vs RLEFX
PLABX vs RLEFX Comparison
Open Charts PLABX vs RLEFX
Plumb Balanced A
Price$36.97
Change-$0.48 (-1.28%)
VolumeN/A
Net Assets59.81M
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
PLABX vs RLEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. PLABX (59.8M). PLABX pays higher dividends than RLEFX: PLABX (6.20) vs RLEFX (2.09). PLABX was incepted earlier than RLEFX: PLABX (4 years) vs RLEFX (10 years). PLABX (1.60) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. PLABX (25.00). PLABX (250) and RLEFX (250) have matching initial minimum investment requirements. RLEFX annual gain was more profitable for investors over the last year : 5.49 vs. PLABX (2.68).
| PLABX | RLEFX | PLABX / RLEFX | |
| Total Expense Ratio | 1.44 | 0.39 | 369% |
| Annual Report Gross Expense Ratio | 1.60 | 0.39 | 410% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 1.371 | 4.524 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 244B | 0% |
| Annual Yield % from dividends | 6.20 | 2.09 | 297% |
| Returns for 1 year | 2.68 | 5.49 | 49% |
| Returns for 3 years | 37.15 | 33.28 | 112% |
| Returns for 5 years | N/A | 39.46 | - |
| Returns for 10 years | N/A | N/A | - |
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