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PLIBX vs RAMHX
PLIBX vs RAMHX Comparison
Open Charts PLIBX vs RAMHX
Plumb Balanced Institutional
Price$40.22
Change+$0.19 (+0.47%)
VolumeN/A
Net Assets66.37M
American Funds American Balanced R2E
Price$38.79
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
PLIBX vs RAMHX Comparison Chart in %
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PLIBX vs. RAMHX commentary
Oct 20, 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 PLIBX is a Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 266B vs. PLIBX (66.4M). RAMHX (1.35) and PLIBX (1.34) have matching dividends . PLIBX was incepted earlier than RAMHX: PLIBX (5 years) vs RAMHX (11 years). PLIBX (1.28) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). RAMHX has a lower initial minimum investment than PLIBX: RAMHX (250) vs PLIBX (2500). RAMHX annual gain was more profitable for investors over the last year : 8.20 vs. PLIBX (6.89). RAMHX return over 5 years is better than : 39.39 vs. PLIBX (16.68).
| PLIBX | RAMHX | PLIBX / RAMHX | |
| Total Expense Ratio | 1.19 | 1.04 | 114% |
| Annual Report Gross Expense Ratio | 1.28 | 1.04 | 123% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 10.011 | 14.224 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.4M | 266B | 0% |
| Annual Yield % from dividends | 1.34 | 1.35 | 99% |
| Returns for 1 year | 6.89 | 8.20 | 84% |
| Returns for 3 years | 49.49 | 48.64 | 102% |
| Returns for 5 years | 16.68 | 39.39 | 42% |
| Returns for 10 years | N/A | 70.36 | - |
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