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ABALX vs PLIBX
ABALX vs PLIBX Comparison
Open Charts ABALX vs PLIBX
American Funds American Balanced A
Price$37.14
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Plumb Balanced Institutional
Price$39.00
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets62.01M
ABALX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 254B 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 (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 : 10.31 vs. PLIBX (9.48).
| 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 | 9.037 | 6.482 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 62M | 409,677% |
| Annual Yield % from dividends | 1.86 | 5.93 | 31% |
| Returns for 1 year | 10.31 | 9.48 | 109% |
| Returns for 3 years | 34.85 | 39.18 | 89% |
| Returns for 5 years | 39.85 | N/A | - |
| Returns for 10 years | 65.55 | N/A | - |
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