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PLBBX vs RLBFX
PLBBX vs RLBFX Comparison
Open Charts PLBBX vs RLBFX
Plumb Balanced Investor
Price$40.25
Change-$0.65 (-1.59%)
VolumeN/A
Net Assets66.89M
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
PLBBX vs RLBFX Comparison Chart in %
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PLBBX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. PLBBX (66.9M). RLBFX pays higher dividends than PLBBX: RLBFX (1.97) vs PLBBX (1.13). PLBBX was incepted earlier than RLBFX: PLBBX (18 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 : 10.28 vs. PLBBX (1.13). RLBFX return over 5 years is better than : 43.06 vs. PLBBX (11.62).
| 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 | 24 years | - |
| Gain YTD | 11.627 | 16.507 | 70% |
| 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 | 1.97 | 58% |
| Returns for 1 year | 1.13 | 10.28 | 11% |
| Returns for 3 years | 35.75 | 44.74 | 80% |
| Returns for 5 years | 11.62 | 43.06 | 27% |
| Returns for 10 years | 90.87 | 81.39 | 112% |
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