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PLIBX vs RLEFX
PLIBX vs RLEFX Comparison
Open Charts PLIBX vs RLEFX
Plumb Balanced Institutional
Price$40.05
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets66.37M
American Funds American Balanced R5E
Price$38.47
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
PLIBX vs RLEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. PLIBX (66.4M). RLEFX pays higher dividends than PLIBX: RLEFX (1.97) vs PLIBX (1.35). PLIBX was incepted earlier than RLEFX: PLIBX (5 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). PLIBX (8.72) and RLEFX (8.31) have marching annual gain over last year. RLEFX return over 5 years is better than : 45.69 vs. PLIBX (22.37).
| PLIBX | RLEFX | PLIBX / RLEFX | |
| Total Expense Ratio | 1.19 | 0.39 | 305% |
| Annual Report Gross Expense Ratio | 1.28 | 0.39 | 328% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 9.546 | 13.317 | 72% |
| 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 | 1.97 | 69% |
| Returns for 1 year | 8.72 | 8.31 | 105% |
| Returns for 3 years | 53.09 | 52.20 | 102% |
| Returns for 5 years | 22.37 | 45.69 | 49% |
| Returns for 10 years | N/A | N/A | - |
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