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AMBFX vs PLIBX
AMBFX vs PLIBX Comparison
Open Charts AMBFX vs PLIBX
American Funds American Balanced F2
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Plumb Balanced Institutional
Price$38.62
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets61.99M
AMBFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 252B vs. PLIBX (62M). PLIBX pays higher dividends than AMBFX: PLIBX (5.93) vs AMBFX (2.05). AMBFX was incepted earlier than PLIBX: AMBFX (17 years) vs PLIBX (5 years). PLIBX (1.34) is less costly to investors than AMBFX (0.35). AMBFX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (25.00). AMBFX has a lower initial minimum investment than PLIBX: AMBFX (250) vs PLIBX (2500). AMBFX annual gain was more profitable for investors over the last year : 8.11 vs. PLIBX (4.73).
| AMBFX | PLIBX | AMBFX / PLIBX | |
| Total Expense Ratio | 0.35 | 1.19 | 29% |
| Annual Report Gross Expense Ratio | 0.35 | 1.34 | 26% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 8.181 | 5.635 | 145% |
| Front Load | N/A | 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 | 2.05 | 5.93 | 35% |
| Returns for 1 year | 8.11 | 4.73 | 171% |
| Returns for 3 years | 35.95 | 42.08 | 85% |
| Returns for 5 years | 42.85 | N/A | - |
| Returns for 10 years | 67.46 | N/A | - |