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PLIBX vs RLBGX
PLIBX vs RLBGX Comparison
Open Charts PLIBX vs RLBGX
Plumb Balanced Institutional
Price$37.60
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets65.53M
American Funds American Balanced R6
Price$38.53
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets269.72B
PLIBX vs RLBGX Comparison Chart in %
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PLIBX vs. RLBGX commentary
Jan 16, 2026
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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 270B vs. PLIBX (65.5M). RLBGX pays higher dividends than PLIBX: RLBGX (2.24) vs PLIBX (0.15). PLIBX was incepted earlier than RLBGX: PLIBX (5 years) vs RLBGX (17 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). RLBGX annual gain was more profitable for investors over the last year : 13.68 vs. PLIBX (2.02). RLBGX return over 5 years is better than : 39.18 vs. PLIBX (2.70).
| 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 | 17 years | - |
| Gain YTD | 1.594 | 2.719 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5M | 270B | 0% |
| Annual Yield % from dividends | 0.15 | 2.24 | 7% |
| Returns for 1 year | 2.02 | 13.68 | 15% |
| Returns for 3 years | 40.50 | 39.74 | 102% |
| Returns for 5 years | 2.70 | 39.18 | 7% |
| Returns for 10 years | N/A | 94.13 | - |
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