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PLBBX vs RLBEX
PLBBX vs RLBEX Comparison
Open Charts PLBBX vs RLBEX
Plumb Balanced Investor
Price$40.25
Change-$0.65 (-1.59%)
VolumeN/A
Net Assets66.89M
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
PLBBX vs RLBEX Comparison Chart in %
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PLBBX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. PLBBX (66.9M). RLBEX pays higher dividends than PLBBX: RLBEX (1.71) vs PLBBX (1.13). 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 : 9.94 vs. PLBBX (1.13). RLBEX return over 5 years is better than : 41.28 vs. PLBBX (11.62).
| 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 | 11.627 | 16.221 | 72% |
| 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 | 1.71 | 66% |
| Returns for 1 year | 1.13 | 9.94 | 11% |
| Returns for 3 years | 35.75 | 43.51 | 82% |
| Returns for 5 years | 11.62 | 41.28 | 28% |
| Returns for 10 years | 90.87 | 80.23 | 113% |
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