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PLBBX vs RLBBX
PLBBX vs RLBBX Comparison
Open Charts PLBBX vs RLBBX
Plumb Balanced Investor
Price$38.65
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets61.99M
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PLBBX vs RLBBX Comparison Chart in %
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PLBBX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. PLBBX (62M). PLBBX (1.21) and RLBBX (1.17) have matching dividends . PLBBX was incepted earlier than RLBBX: PLBBX (18 years) vs RLBBX (23 years). PLBBX (1.58) is less costly to investors than RLBBX (1.32). RLBBX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (25.00). RLBBX has a lower initial minimum investment than PLBBX: RLBBX (250) vs PLBBX (2500). RLBBX annual gain was more profitable for investors over the last year : 7.05 vs. PLBBX (-0.35). RLBBX return over 5 years is better than : 37.07 vs. PLBBX (16.12).
| PLBBX | RLBBX | PLBBX / RLBBX | |
| Total Expense Ratio | 1.44 | 1.32 | 109% |
| Annual Report Gross Expense Ratio | 1.58 | 1.32 | 120% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 5.486 | 7.674 | 71% |
| 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 | 1.17 | 103% |
| Returns for 1 year | -0.35 | 7.05 | -5% |
| Returns for 3 years | 35.18 | 32.48 | 108% |
| Returns for 5 years | 16.12 | 37.07 | 43% |
| Returns for 10 years | 75.56 | 58.03 | 130% |
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