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PLIBX vs RLEFX
PLIBX vs RLEFX Comparison
Open Charts PLIBX vs RLEFX
Plumb Balanced Institutional
Price$40.61
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets65.78M
American Funds American Balanced R5E
Price$39.83
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
PLIBX vs RLEFX Comparison Chart in %
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PLIBX vs. RLEFX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. PLIBX (65.8M). RLEFX pays higher dividends than PLIBX: RLEFX (1.86) vs PLIBX (1.32). 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 : 9.99 vs. PLIBX (5.19). RLEFX return over 5 years is better than : 40.02 vs. PLIBX (13.01).
| 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 | 11.078 | 17.323 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.8M | 269B | 0% |
| Annual Yield % from dividends | 1.32 | 1.86 | 71% |
| Returns for 1 year | 5.19 | 9.99 | 52% |
| Returns for 3 years | 39.85 | 41.63 | 96% |
| Returns for 5 years | 13.01 | 40.02 | 33% |
| Returns for 10 years | N/A | 77.30 | - |
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