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PLBBX vs RLBCX
PLBBX vs RLBCX Comparison
Open Charts PLBBX vs RLBCX
Plumb Balanced Investor
Price$40.25
Change-$0.65 (-1.59%)
VolumeN/A
Net Assets66.89M
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
PLBBX vs RLBCX Comparison Chart in %
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PLBBX vs. RLBCX commentary
Nov 14, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. PLBBX (66.9M). RLBCX pays higher dividends than PLBBX: RLBCX (1.46) vs PLBBX (1.13). PLBBX was incepted earlier than RLBCX: PLBBX (18 years) vs RLBCX (23 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). RLBCX annual gain was more profitable for investors over the last year : 8.39 vs. PLBBX (1.13). RLBCX return over 5 years is better than : 37.74 vs. PLBBX (11.62).
| PLBBX | RLBCX | PLBBX / RLBCX | |
| Total Expense Ratio | 1.44 | 0.89 | 162% |
| Annual Report Gross Expense Ratio | 1.53 | 0.89 | 172% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 11.627 | 14.512 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9M | 269B | 0% |
| Annual Yield % from dividends | 1.13 | 1.46 | 77% |
| Returns for 1 year | 1.13 | 8.39 | 13% |
| Returns for 3 years | 35.75 | 41.39 | 86% |
| Returns for 5 years | 11.62 | 37.74 | 31% |
| Returns for 10 years | 90.87 | 70.87 | 128% |
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