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AMBFX vs PLIBX
AMBFX vs PLIBX Comparison
Open Charts AMBFX vs PLIBX
American Funds American Balanced F2
Price$38.48
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Plumb Balanced Institutional
Price$40.05
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets66.37M
AMBFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 263B vs. PLIBX (66.4M). AMBFX pays higher dividends than PLIBX: AMBFX (2.00) vs PLIBX (1.35). AMBFX was incepted earlier than PLIBX: AMBFX (17 years) vs PLIBX (5 years). PLIBX (1.28) is less costly to investors than AMBFX (0.35). AMBFX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). AMBFX has a lower initial minimum investment than PLIBX: AMBFX (250) vs PLIBX (2500). PLIBX (8.72) and AMBFX (8.38) have marching annual gain over last year. AMBFX return over 5 years is better than : 45.94 vs. PLIBX (22.37).
| AMBFX | PLIBX | AMBFX / PLIBX | |
| Total Expense Ratio | 0.35 | 1.19 | 29% |
| Annual Report Gross Expense Ratio | 0.35 | 1.28 | 27% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 13.342 | 9.546 | 140% |
| Front Load | N/A | 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 | 2.00 | 1.35 | 148% |
| Returns for 1 year | 8.38 | 8.72 | 96% |
| Returns for 3 years | 52.36 | 53.09 | 99% |
| Returns for 5 years | 45.94 | 22.37 | 205% |
| Returns for 10 years | 85.39 | N/A | - |
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