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PLIBX vs RLBGX
PLIBX vs RLBGX Comparison
Open Charts PLIBX vs RLBGX
Plumb Balanced Institutional
Price$39.84
Change+$0.31 (+0.78%)
VolumeN/A
Net Assets62.56M
American Funds American Balanced R6
Price$37.84
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
PLIBX vs RLBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 259B vs. PLIBX (62.6M). RLBGX pays higher dividends than PLIBX: RLBGX (2.09) vs PLIBX (1.35). PLIBX was incepted earlier than RLBGX: PLIBX (5 years) vs RLBGX (16 years). PLIBX (1.28) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). RLBGX has a lower initial minimum investment than PLIBX: RLBGX (250) vs PLIBX (2500). PLIBX (10.43) and RLBGX (10.35) have marching annual gain over last year. RLBGX return over 5 years is better than : 41.80 vs. PLIBX (19.24).
| PLIBX | RLBGX | PLIBX / RLBGX | |
| Total Expense Ratio | 1.19 | 0.25 | 476% |
| Annual Report Gross Expense Ratio | 1.28 | 0.25 | 512% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 8.972 | 11.633 | 77% |
| 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 | 2.09 | 65% |
| Returns for 1 year | 10.43 | 10.35 | 101% |
| Returns for 3 years | 42.86 | 41.14 | 104% |
| Returns for 5 years | 19.24 | 41.80 | 46% |
| Returns for 10 years | N/A | 78.87 | - |
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