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PLIBX vs RLBGX
PLIBX vs RLBGX Comparison
Open Charts PLIBX vs RLBGX
Plumb Balanced Institutional
Price$40.05
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets66.37M
American Funds American Balanced R6
Price$38.53
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
PLIBX vs RLBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 263B vs. PLIBX (66.4M). 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 (8.72) and RLBGX (8.49) have marching annual gain over last year. RLBGX return over 5 years is better than : 46.60 vs. PLIBX (22.37).
| 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 | 9.546 | 13.449 | 71% |
| 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 | 263B | 0% |
| Annual Yield % from dividends | 1.35 | 2.09 | 65% |
| Returns for 1 year | 8.72 | 8.49 | 103% |
| Returns for 3 years | 53.09 | 52.83 | 100% |
| Returns for 5 years | 22.37 | 46.60 | 48% |
| Returns for 10 years | N/A | 86.69 | - |
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