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PLIBX vs RAMHX
PLIBX vs RAMHX Comparison
Open Charts PLIBX vs RAMHX
Plumb Balanced Institutional
Price$40.61
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets65.78M
American Funds American Balanced R2E
Price$39.61
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
PLIBX vs RAMHX Comparison Chart in %
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PLIBX vs. RAMHX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 269B vs. PLIBX (65.8M). PLIBX (1.32) and RAMHX (1.31) 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 : 9.26 vs. PLIBX (5.19). RAMHX return over 5 years is better than : 36.25 vs. PLIBX (13.01).
| 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 | 11.078 | 16.639 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.8M | 269B | 0% |
| Annual Yield % from dividends | 1.32 | 1.31 | 101% |
| Returns for 1 year | 5.19 | 9.26 | 56% |
| Returns for 3 years | 39.85 | 39.07 | 102% |
| Returns for 5 years | 13.01 | 36.25 | 36% |
| Returns for 10 years | N/A | 70.15 | - |
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