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AMBFX vs PLIBX
AMBFX vs PLIBX Comparison
Open Charts AMBFX vs PLIBX
American Funds American Balanced F2
Price$37.43
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Plumb Balanced Institutional
Price$39.36
Change-$0.08 (-0.20%)
VolumeN/A
Net Assets62.68M
AMBFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 256B vs. PLIBX (62.7M). PLIBX pays higher dividends than AMBFX: PLIBX (5.80) vs AMBFX (2.03). 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 (26.00). 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 : 8.22 vs. PLIBX (7.53). AMBFX return over 5 years is better than : 39.42 vs. PLIBX (20.77).
| 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 | 9.884 | 7.659 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 62.7M | 408,293% |
| Annual Yield % from dividends | 2.03 | 5.80 | 35% |
| Returns for 1 year | 8.22 | 7.53 | 109% |
| Returns for 3 years | 30.33 | 30.02 | 101% |
| Returns for 5 years | 39.42 | 20.77 | 190% |
| Returns for 10 years | 68.52 | N/A | - |
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