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PLIBX vs RLEFX
PLIBX vs RLEFX Comparison
Open Charts PLIBX vs RLEFX
Plumb Balanced Institutional
Price$40.22
Change+$0.19 (+0.47%)
VolumeN/A
Net Assets66.37M
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
PLIBX vs RLEFX Comparison Chart in %
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PLIBX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. PLIBX (66.4M). RLEFX pays higher dividends than PLIBX: RLEFX (1.92) vs PLIBX (1.34). 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). RLEFX annual gain was more profitable for investors over the last year : 8.94 vs. PLIBX (6.89). RLEFX return over 5 years is better than : 43.26 vs. PLIBX (16.68).
| 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 | 10.011 | 14.819 | 68% |
| 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 | 1.92 | 70% |
| Returns for 1 year | 6.89 | 8.94 | 77% |
| Returns for 3 years | 49.49 | 51.39 | 96% |
| Returns for 5 years | 16.68 | 43.26 | 39% |
| Returns for 10 years | N/A | N/A | - |
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