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ABALX vs PLIBX
ABALX vs PLIBX Comparison
Open Charts ABALX vs PLIBX
American Funds American Balanced A
Price$36.88
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Plumb Balanced Institutional
Price$38.62
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets61.99M
ABALX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 252B vs. PLIBX (62M). PLIBX pays higher dividends than ABALX: PLIBX (5.93) vs ABALX (1.86). 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 (25.00). 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 : 7.89 vs. PLIBX (4.73).
| 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 | 8.070 | 5.635 | 143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 62M | 406,452% |
| Annual Yield % from dividends | 1.86 | 5.93 | 31% |
| Returns for 1 year | 7.89 | 4.73 | 167% |
| Returns for 3 years | 35.19 | 42.08 | 84% |
| Returns for 5 years | 41.63 | N/A | - |
| Returns for 10 years | 65.55 | N/A | - |
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