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ABALX vs PLIBX
ABALX vs PLIBX Comparison
Open Charts ABALX vs PLIBX
American Funds American Balanced A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Plumb Balanced Institutional
Price$40.05
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets66.37M
ABALX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 263B vs. PLIBX (66.4M). ABALX pays higher dividends than PLIBX: ABALX (1.82) vs PLIBX (1.35). ABALX was incepted earlier than PLIBX: ABALX (50 years) vs PLIBX (5 years). PLIBX (1.28) 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). PLIBX annual gain was more profitable for investors over the last year : 8.72 vs. ABALX (8.13). ABALX return over 5 years is better than : 44.70 vs. PLIBX (22.37).
| ABALX | PLIBX | ABALX / PLIBX | |
| Total Expense Ratio | 0.56 | 1.19 | 47% |
| Annual Report Gross Expense Ratio | 0.56 | 1.28 | 44% |
| Fund Existence | 50 years | 5 years | - |
| Gain YTD | 13.169 | 9.546 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 66.4M | 396,084% |
| Annual Yield % from dividends | 1.82 | 1.35 | 135% |
| Returns for 1 year | 8.13 | 8.72 | 93% |
| Returns for 3 years | 51.49 | 53.09 | 97% |
| Returns for 5 years | 44.70 | 22.37 | 200% |
| Returns for 10 years | 83.17 | N/A | - |
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