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PLIBX vs RLEFX
PLIBX vs RLEFX Comparison
Open Charts PLIBX vs RLEFX
Plumb Balanced Institutional
Price$39.36
Change-$0.08 (-0.20%)
VolumeN/A
Net Assets62.68M
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
PLIBX vs RLEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. PLIBX (62.7M). PLIBX pays higher dividends than RLEFX: PLIBX (5.80) vs RLEFX (2.00). PLIBX was incepted earlier than RLEFX: PLIBX (5 years) vs RLEFX (10 years). PLIBX (1.34) 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 : 8.15 vs. PLIBX (7.53). RLEFX return over 5 years is better than : 39.18 vs. PLIBX (20.77).
| PLIBX | RLEFX | PLIBX / RLEFX | |
| Total Expense Ratio | 1.19 | 0.39 | 305% |
| Annual Report Gross Expense Ratio | 1.34 | 0.39 | 344% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 7.659 | 9.867 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.7M | 256B | 0% |
| Annual Yield % from dividends | 5.80 | 2.00 | 291% |
| Returns for 1 year | 7.53 | 8.15 | 92% |
| Returns for 3 years | 30.02 | 30.19 | 99% |
| Returns for 5 years | 20.77 | 39.18 | 53% |
| Returns for 10 years | N/A | N/A | - |
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