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PLIBX vs RLEFX
PLIBX vs RLEFX Comparison
Open Charts PLIBX vs RLEFX
Plumb Balanced Institutional
Price$37.48
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets65.6M
American Funds American Balanced R5E
Price$38.33
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
PLIBX vs RLEFX Comparison Chart in %
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PLIBX vs. RLEFX commentary
Jan 15, 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 (65.6M). RLEFX pays higher dividends than PLIBX: RLEFX (2.11) vs PLIBX (0.15). 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 : 14.48 vs. PLIBX (3.43). RLEFX return over 5 years is better than : 37.80 vs. PLIBX (2.37).
| 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 | 1.270 | 2.350 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.6M | 270B | 0% |
| Annual Yield % from dividends | 0.15 | 2.11 | 7% |
| Returns for 1 year | 3.43 | 14.48 | 24% |
| Returns for 3 years | 40.05 | 38.59 | 104% |
| Returns for 5 years | 2.37 | 37.80 | 6% |
| Returns for 10 years | N/A | 91.53 | - |
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