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PLBBX vs RLBAX
PLBBX vs RLBAX Comparison
Open Charts PLBBX vs RLBAX
Plumb Balanced Investor
Price$39.85
Change+$0.31 (+0.78%)
VolumeN/A
Net Assets62.56M
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
PLBBX vs RLBAX Comparison Chart in %
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PLBBX vs. RLBAX commentary
Sep 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 PLBBX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. PLBBX (62.6M). PLBBX (1.17) and RLBAX (1.15) have matching dividends . PLBBX was incepted earlier than RLBAX: PLBBX (18 years) vs RLBAX (23 years). PLBBX (1.53) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (26.00). 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 : 9.12 vs. PLBBX (4.44). RLBAX return over 5 years is better than : 35.40 vs. PLBBX (12.28).
| PLBBX | RLBAX | PLBBX / RLBAX | |
| Total Expense Ratio | 1.44 | 1.31 | 110% |
| Annual Report Gross Expense Ratio | 1.53 | 1.31 | 117% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 8.133 | 10.805 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6M | 259B | 0% |
| Annual Yield % from dividends | 1.17 | 1.15 | 102% |
| Returns for 1 year | 4.44 | 9.12 | 49% |
| Returns for 3 years | 35.10 | 37.15 | 94% |
| Returns for 5 years | 12.28 | 35.40 | 35% |
| Returns for 10 years | 83.41 | 67.71 | 123% |
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