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PLIBX vs RAMHX
PLIBX vs RAMHX Comparison
Open Charts PLIBX vs RAMHX
Plumb Balanced Institutional
Price$39.36
Change-$0.08 (-0.20%)
VolumeN/A
Net Assets62.68M
American Funds American Balanced R2E
Price$37.23
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
PLIBX vs RAMHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 256B vs. PLIBX (62.7M). PLIBX pays higher dividends than RAMHX: PLIBX (5.80) vs RAMHX (1.42). PLIBX was incepted earlier than RAMHX: PLIBX (5 years) vs RAMHX (11 years). PLIBX (1.34) 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 (7.53) and RAMHX (7.48) have marching annual gain over last year. RAMHX return over 5 years is better than : 35.43 vs. PLIBX (20.77).
| PLIBX | RAMHX | PLIBX / RAMHX | |
| Total Expense Ratio | 1.19 | 1.04 | 114% |
| Annual Report Gross Expense Ratio | 1.34 | 1.04 | 129% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 7.659 | 9.447 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.7M | 256B | 0% |
| Annual Yield % from dividends | 5.80 | 1.42 | 409% |
| Returns for 1 year | 7.53 | 7.48 | 101% |
| Returns for 3 years | 30.02 | 28.00 | 107% |
| Returns for 5 years | 20.77 | 35.43 | 59% |
| Returns for 10 years | N/A | 61.39 | - |
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