BALFX
Price
$36.85
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
PLIBX
Price
$38.62
Change
+$0.30 (+0.78%)
Updated
Jul 3 closing price
Net Assets
61.99M
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BALFX vs PLIBX

Header iconBALFX vs PLIBX Comparison
Open Charts BALFX vs PLIBXBanner chart's image
American Funds American Balanced F1
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
BALFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. PLIBX (62M). PLIBX pays higher dividends than BALFX: PLIBX (5.93) vs BALFX (1.81). BALFX was incepted earlier than PLIBX: BALFX (24 years) vs PLIBX (5 years). PLIBX (1.34) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (25.00). BALFX has a lower initial minimum investment than PLIBX: BALFX (250) vs PLIBX (2500). BALFX annual gain was more profitable for investors over the last year : 7.83 vs. PLIBX (4.73).
BALFXPLIBXBALFX / PLIBX
Total Expense Ratio0.611.1951%
Annual Report Gross Expense Ratio0.611.3446%
Fund Existence24 years5 years-
Gain YTD8.0755.635143%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets252B62M406,452%
Annual Yield % from dividends1.815.9330%
Returns for 1 year7.834.73166%
Returns for 3 years35.0342.0883%
Returns for 5 years41.29N/A-
Returns for 10 years64.94N/A-
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