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PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$37.85
Change-$2.76 (-6.80%)
VolumeN/A
Net Assets66.1M
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
PLBBX vs RLBFX Comparison Chart in %
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PLBBX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. PLBBX (66.1M). PLBBX pays higher dividends than RLBFX: PLBBX (9.15) vs RLBFX (2.13). 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 (11.69) and PLBBX (11.65) have marching annual gain over last year. RLBFX return over 5 years is better than : 37.38 vs. PLBBX (4.36).
| 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 | 2.159 | 2.503 | 86% |
| 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 | 2.13 | 429% |
| Returns for 1 year | 11.65 | 11.69 | 100% |
| Returns for 3 years | 39.93 | 38.02 | 105% |
| Returns for 5 years | 4.36 | 37.38 | 12% |
| Returns for 10 years | 109.08 | 91.94 | 119% |
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