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PLIBX vs RLBGX
PLIBX vs RLBGX Comparison
Open Charts PLIBX vs RLBGX
Plumb Balanced Institutional
Price$40.22
Change+$0.19 (+0.47%)
VolumeN/A
Net Assets66.37M
American Funds American Balanced R6
Price$39.04
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
PLIBX vs RLBGX Comparison Chart in %
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PLIBX vs. RLBGX commentary
Oct 20, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 266B vs. PLIBX (66.4M). RLBGX pays higher dividends than PLIBX: RLBGX (2.05) vs PLIBX (1.34). 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). RLBGX annual gain was more profitable for investors over the last year : 9.08 vs. PLIBX (6.89). RLBGX return over 5 years is better than : 44.16 vs. PLIBX (16.68).
| 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 | 10.011 | 14.951 | 67% |
| 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 | 266B | 0% |
| Annual Yield % from dividends | 1.34 | 2.05 | 65% |
| Returns for 1 year | 6.89 | 9.08 | 76% |
| Returns for 3 years | 49.49 | 52.02 | 95% |
| Returns for 5 years | 16.68 | 44.16 | 38% |
| Returns for 10 years | N/A | 79.32 | - |
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