Interact to see
Advertisement
Advertisement
PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$40.22
Change+$0.19 (+0.47%)
VolumeN/A
Net Assets66.06M
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PLBBX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLBBX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. PLBBX (66.1M). RLBFX pays higher dividends than PLBBX: RLBFX (2.00) vs PLBBX (1.16). PLBBX was incepted earlier than RLBFX: PLBBX (18 years) vs RLBFX (23 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 : 9.05 vs. PLBBX (1.20). RLBFX return over 5 years is better than : 43.90 vs. PLBBX (9.98).
| PLBBX | RLBFX | PLBBX / RLBFX | |
| Total Expense Ratio | 1.44 | 0.29 | 497% |
| Annual Report Gross Expense Ratio | 1.53 | 0.29 | 528% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 9.252 | 14.890 | 62% |
| 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 | 2.00 | 58% |
| Returns for 1 year | 1.20 | 9.05 | 13% |
| Returns for 3 years | 41.56 | 51.85 | 80% |
| Returns for 5 years | 9.98 | 43.90 | 23% |
| Returns for 10 years | 84.65 | 78.80 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement