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PLBBX vs RLBEX
PLBBX vs RLBEX Comparison
Open Charts PLBBX vs RLBEX
Plumb Balanced Investor
Price$40.22
Change+$0.19 (+0.47%)
VolumeN/A
Net Assets66.06M
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PLBBX vs RLBEX Comparison Chart in %
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PLBBX vs. RLBEX commentary
Oct 19, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 265B vs. PLBBX (66.1M). RLBEX pays higher dividends than PLBBX: RLBEX (1.74) vs PLBBX (1.16). PLBBX was incepted earlier than RLBEX: PLBBX (18 years) vs RLBEX (23 years). PLBBX (1.53) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (26.00). RLBEX has a lower initial minimum investment than PLBBX: RLBEX (250) vs PLBBX (2500). RLBEX annual gain was more profitable for investors over the last year : 8.70 vs. PLBBX (1.20). RLBEX return over 5 years is better than : 42.04 vs. PLBBX (9.98).
| PLBBX | RLBEX | PLBBX / RLBEX | |
| Total Expense Ratio | 1.44 | 0.59 | 244% |
| Annual Report Gross Expense Ratio | 1.53 | 0.59 | 259% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 9.252 | 14.631 | 63% |
| 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 | 265B | 0% |
| Annual Yield % from dividends | 1.16 | 1.74 | 67% |
| Returns for 1 year | 1.20 | 8.70 | 14% |
| Returns for 3 years | 41.56 | 50.52 | 82% |
| Returns for 5 years | 9.98 | 42.04 | 24% |
| Returns for 10 years | 84.65 | 77.69 | 109% |
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