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AMBFX vs PLIBX
AMBFX vs PLIBX Comparison
Open Charts AMBFX vs PLIBX
American Funds American Balanced F2
Price$37.10
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets254.37B
Plumb Balanced Institutional
Price$39.00
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets62.01M
AMBFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 254B 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 (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 : 10.53 vs. PLIBX (9.48).
| 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 | 9.150 | 6.482 | 141% |
| Front Load | N/A | 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 | 2.05 | 5.93 | 35% |
| Returns for 1 year | 10.53 | 9.48 | 111% |
| Returns for 3 years | 35.56 | 39.18 | 91% |
| Returns for 5 years | 41.01 | N/A | - |
| Returns for 10 years | 67.47 | N/A | - |
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