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PLIBX vs RLEFX
PLIBX vs RLEFX Comparison
Open Charts PLIBX vs RLEFX
Plumb Balanced Institutional
Price$37.81
Change-$2.80 (-6.89%)
VolumeN/A
Net Assets65.67M
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
PLIBX vs RLEFX Comparison Chart in %
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PLIBX vs. RLEFX commentary
Feb 05, 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. PLIBX (65.7M). RLEFX pays higher dividends than PLIBX: RLEFX (2.06) vs PLIBX (0.15). PLIBX was incepted earlier than RLEFX: PLIBX (6 years) vs RLEFX (10 years). PLIBX (1.28) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). RLEFX has a lower initial minimum investment than PLIBX: RLEFX (250) vs PLIBX (2500). RLEFX annual gain was more profitable for investors over the last year : 11.56 vs. PLIBX (2.37). RLEFX return over 5 years is better than : 36.72 vs. PLIBX (0.75).
| PLIBX | RLEFX | PLIBX / RLEFX | |
| Total Expense Ratio | 1.19 | 0.39 | 305% |
| Annual Report Gross Expense Ratio | 1.28 | 0.39 | 328% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 2.162 | 2.483 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 270B | 0% |
| Annual Yield % from dividends | 0.15 | 2.06 | 7% |
| Returns for 1 year | 2.37 | 11.56 | 21% |
| Returns for 3 years | 35.16 | 37.57 | 94% |
| Returns for 5 years | 0.75 | 36.72 | 2% |
| Returns for 10 years | N/A | 90.60 | - |
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