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AMBFX vs PLIBX
AMBFX vs PLIBX Comparison
Open Charts AMBFX vs PLIBX
American Funds American Balanced F2
Price$37.78
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets257.73B
Plumb Balanced Institutional
Price$39.84
Change+$0.31 (+0.78%)
VolumeN/A
Net Assets62.56M
AMBFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 258B vs. PLIBX (62.6M). 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 annual gain was more profitable for investors over the last year : 10.43 vs. AMBFX (9.61). AMBFX return over 5 years is better than : 40.34 vs. PLIBX (19.24).
| 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 | 10.911 | 8.972 | 122% |
| Front Load | N/A | 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 | 2.00 | 1.35 | 148% |
| Returns for 1 year | 9.61 | 10.43 | 92% |
| Returns for 3 years | 39.97 | 42.86 | 93% |
| Returns for 5 years | 40.34 | 19.24 | 210% |
| Returns for 10 years | 76.71 | N/A | - |
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