BALFX
Price
$37.10
Change
-$0.07 (-0.19%)
Updated
Jul 28 closing price
Net Assets
254.37B
PLIBX
Price
$39.00
Change
+$0.07 (+0.18%)
Updated
Jul 28 closing price
Net Assets
62.01M
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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$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).
BALFXPLIBXBALFX / PLIBX
Total Expense Ratio0.611.1951%
Annual Report Gross Expense Ratio0.611.3446%
Fund Existence24 years5 years-
Gain YTD9.0136.482139%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets254B62M409,677%
Annual Yield % from dividends1.815.9330%
Returns for 1 year10.229.48108%
Returns for 3 years34.6639.1888%
Returns for 5 years39.48N/A-
Returns for 10 years64.97N/A-
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