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PLBBX vs RLBAX
PLBBX vs RLBAX Comparison
Open Charts PLBBX vs RLBAX
Plumb Balanced Investor
Price$37.14
Change-$0.48 (-1.28%)
VolumeN/A
Net Assets59.81M
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
PLBBX vs RLBAX Comparison Chart
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PLBBX vs. RLBAX commentary
Jun 16, 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 PLBBX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. PLBBX (59.8M). PLBBX (1.26) and RLBAX (1.23) have matching dividends . PLBBX was incepted earlier than RLBAX: PLBBX (18 years) vs RLBAX (23 years). PLBBX (1.58) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (25.00). RLBAX has a lower initial minimum investment than PLBBX: RLBAX (250) vs PLBBX (2500). RLBAX annual gain was more profitable for investors over the last year : 4.45 vs. PLBBX (-2.22). RLBAX return over 5 years is better than : 34.05 vs. PLBBX (15.57).
| PLBBX | RLBAX | PLBBX / RLBAX | |
| Total Expense Ratio | 1.44 | 1.31 | 110% |
| Annual Report Gross Expense Ratio | 1.58 | 1.31 | 121% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.365 | 4.085 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 244B | 0% |
| Annual Yield % from dividends | 1.26 | 1.23 | 102% |
| Returns for 1 year | -2.22 | 4.45 | -50% |
| Returns for 3 years | 30.93 | 30.02 | 103% |
| Returns for 5 years | 15.57 | 34.05 | 46% |
| Returns for 10 years | 68.18 | 51.23 | 133% |
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