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ABALX vs PLIBX
ABALX vs PLIBX Comparison
Open Charts ABALX vs PLIBX
American Funds American Balanced A
Price$37.46
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Plumb Balanced Institutional
Price$39.36
Change-$0.08 (-0.20%)
VolumeN/A
Net Assets62.68M
ABALX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 256B vs. PLIBX (62.7M). PLIBX pays higher dividends than ABALX: PLIBX (5.80) vs ABALX (1.85). ABALX was incepted earlier than PLIBX: ABALX (50 years) vs PLIBX (5 years). PLIBX (1.34) is less costly to investors than ABALX (0.56). ABALX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). ABALX has a lower initial minimum investment than PLIBX: ABALX (250) vs PLIBX (2500). ABALX annual gain was more profitable for investors over the last year : 8.03 vs. PLIBX (7.53). ABALX return over 5 years is better than : 38.23 vs. PLIBX (20.77).
| ABALX | PLIBX | ABALX / PLIBX | |
| Total Expense Ratio | 0.56 | 1.19 | 47% |
| Annual Report Gross Expense Ratio | 0.56 | 1.34 | 42% |
| Fund Existence | 50 years | 5 years | - |
| Gain YTD | 9.770 | 7.659 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 62.7M | 408,293% |
| Annual Yield % from dividends | 1.85 | 5.80 | 32% |
| Returns for 1 year | 8.03 | 7.53 | 107% |
| Returns for 3 years | 29.65 | 30.02 | 99% |
| Returns for 5 years | 38.23 | 20.77 | 184% |
| Returns for 10 years | 66.66 | N/A | - |
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