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PLIBX vs RAMHX
PLIBX vs RAMHX Comparison
Open Charts PLIBX vs RAMHX
Plumb Balanced Institutional
Price$39.84
Change+$0.31 (+0.78%)
VolumeN/A
Net Assets62.56M
American Funds American Balanced R2E
Price$37.77
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
PLIBX vs RAMHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 259B vs. PLIBX (62.6M). RAMHX (1.40) and PLIBX (1.35) 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). PLIBX annual gain was more profitable for investors over the last year : 10.43 vs. RAMHX (9.44). RAMHX return over 5 years is better than : 37.07 vs. PLIBX (19.24).
| 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 | 8.972 | 11.035 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6M | 259B | 0% |
| Annual Yield % from dividends | 1.35 | 1.40 | 97% |
| Returns for 1 year | 10.43 | 9.44 | 111% |
| Returns for 3 years | 42.86 | 38.20 | 112% |
| Returns for 5 years | 19.24 | 37.07 | 52% |
| Returns for 10 years | N/A | 70.10 | - |
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