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PLBBX vs RLBAX
PLBBX vs RLBAX Comparison
Open Charts PLBBX vs RLBAX
Plumb Balanced Investor
Price$38.65
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets61.99M
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
PLBBX vs RLBAX Comparison Chart in %
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PLBBX vs. RLBAX commentary
Jul 07, 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: 252B vs. PLBBX (62M). PLBBX (1.21) and RLBAX (1.18) 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 : 7.00 vs. PLBBX (-0.35). RLBAX return over 5 years is better than : 37.04 vs. PLBBX (16.12).
| 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 | 5.486 | 7.651 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62M | 252B | 0% |
| Annual Yield % from dividends | 1.21 | 1.18 | 103% |
| Returns for 1 year | -0.35 | 7.00 | -5% |
| Returns for 3 years | 35.18 | 32.45 | 108% |
| Returns for 5 years | 16.12 | 37.04 | 44% |
| Returns for 10 years | 75.56 | 58.01 | 130% |
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