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BALFX vs PLIBX
BALFX vs PLIBX Comparison
Open Charts BALFX vs PLIBX
American Funds American Balanced F1
Price$37.10
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Plumb Balanced Institutional
Price$39.00
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets62.01M
BALFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B 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 (26.00). 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 : 10.22 vs. PLIBX (9.48).
| BALFX | PLIBX | BALFX / PLIBX | |
| Total Expense Ratio | 0.61 | 1.19 | 51% |
| Annual Report Gross Expense Ratio | 0.61 | 1.34 | 46% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 9.013 | 6.482 | 139% |
| 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 | 1.81 | 5.93 | 30% |
| Returns for 1 year | 10.22 | 9.48 | 108% |
| Returns for 3 years | 34.66 | 39.18 | 88% |
| Returns for 5 years | 39.48 | N/A | - |
| Returns for 10 years | 64.97 | N/A | - |