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PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$40.60
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets65.78M
American Funds American Balanced R5
Price$39.94
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
PLBBX vs RLBFX Comparison Chart in %
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PLBBX vs. RLBFX commentary
Dec 05, 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. PLBBX (65.8M). RLBFX pays higher dividends than PLBBX: RLBFX (1.93) vs PLBBX (1.15). PLBBX was incepted earlier than RLBFX: PLBBX (19 years) vs RLBFX (24 years). PLBBX (1.53) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (26.00). RLBFX has a lower initial minimum investment than PLBBX: RLBFX (250) vs PLBBX (2500). RLBFX annual gain was more profitable for investors over the last year : 10.09 vs. PLBBX (0.09). RLBFX return over 5 years is better than : 40.63 vs. PLBBX (7.05).
| PLBBX | RLBFX | PLBBX / RLBFX | |
| Total Expense Ratio | 1.44 | 0.29 | 497% |
| Annual Report Gross Expense Ratio | 1.53 | 0.29 | 528% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 10.808 | 17.418 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.8M | 269B | 0% |
| Annual Yield % from dividends | 1.15 | 1.93 | 59% |
| Returns for 1 year | 0.09 | 10.09 | 1% |
| Returns for 3 years | 33.03 | 42.02 | 79% |
| Returns for 5 years | 7.05 | 40.63 | 17% |
| Returns for 10 years | 85.14 | 78.60 | 108% |
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