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ABALX vs PLIBX
ABALX vs PLIBX Comparison
Open Charts ABALX vs PLIBX
American Funds American Balanced A
Price$38.01
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Plumb Balanced Institutional
Price$39.84
Change+$0.31 (+0.78%)
VolumeN/A
Net Assets62.56M
ABALX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 258B vs. PLIBX (62.6M). 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 (10.43) and ABALX (9.99) have marching annual gain over last year. ABALX return over 5 years is better than : 39.92 vs. PLIBX (19.24).
| 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 | 11.381 | 8.972 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 62.6M | 412,141% |
| Annual Yield % from dividends | 1.82 | 1.35 | 135% |
| Returns for 1 year | 9.99 | 10.43 | 96% |
| Returns for 3 years | 39.96 | 42.86 | 93% |
| Returns for 5 years | 39.92 | 19.24 | 207% |
| Returns for 10 years | 75.68 | N/A | - |
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