Interact to see
Advertisement
Advertisement
PLBBX vs RLBCX
PLBBX vs RLBCX Comparison
Open Charts PLBBX vs RLBCX
Plumb Balanced Investor
Price$37.85
Change-$2.76 (-6.80%)
VolumeN/A
Net Assets66.1M
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
PLBBX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLBBX vs. RLBCX commentary
Feb 04, 2026
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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. PLBBX (66.1M). PLBBX pays higher dividends than RLBCX: PLBBX (9.15) vs RLBCX (1.62). PLBBX was incepted earlier than RLBCX: PLBBX (19 years) vs RLBCX (24 years). PLBBX (1.53) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (26.00). RLBCX has a lower initial minimum investment than PLBBX: RLBCX (250) vs PLBBX (2500). PLBBX annual gain was more profitable for investors over the last year : 11.65 vs. RLBCX (10.97). RLBCX return over 5 years is better than : 33.82 vs. PLBBX (4.36).
| PLBBX | RLBCX | PLBBX / RLBCX | |
| Total Expense Ratio | 1.44 | 0.89 | 162% |
| Annual Report Gross Expense Ratio | 1.53 | 0.89 | 172% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 2.159 | 2.445 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.1M | 270B | 0% |
| Annual Yield % from dividends | 9.15 | 1.62 | 565% |
| Returns for 1 year | 11.65 | 10.97 | 106% |
| Returns for 3 years | 39.93 | 35.49 | 113% |
| Returns for 5 years | 4.36 | 33.82 | 13% |
| Returns for 10 years | 109.08 | 84.49 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ISWN | 22.22 | 0.02 | +0.09% |
| Amplify BlackSwan ISWN ETF | |||
| EDGF | 24.67 | 0.01 | +0.06% |
| 3EDGE Dynamic Fixed Income ETF | |||
| GHYG | 46.22 | -0.03 | -0.08% |
| iShares US & Intl High Yield Corp Bd ETF | |||
| SPY | 689.53 | -5.88 | -0.85% |
| State Street® SPDR® S&P 500® ETF | |||
| XLSR | 62.01 | -0.93 | -1.47% |
| State Street® US Sector Rotation ETF | |||