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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$38.51
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets269.72B
Plumb Balanced Institutional
Price$37.60
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets65.53M
FBAFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. PLIBX (65.5M). FBAFX pays higher dividends than PLIBX: FBAFX (2.16) vs PLIBX (0.15). FBAFX was incepted earlier than PLIBX: FBAFX (5 years) vs PLIBX (5 years). PLIBX (1.28) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). FBAFX has a lower initial minimum investment than PLIBX: FBAFX (250) vs PLIBX (2500). FBAFX annual gain was more profitable for investors over the last year : 13.55 vs. PLIBX (2.02). FBAFX return over 5 years is better than : 40.75 vs. PLIBX (2.70).
| FBAFX | PLIBX | FBAFX / PLIBX | |
| Total Expense Ratio | 0.34 | 1.19 | 29% |
| Annual Report Gross Expense Ratio | 0.34 | 1.28 | 27% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 2.721 | 1.594 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 65.5M | 412,214% |
| Annual Yield % from dividends | 2.16 | 0.15 | 1,425% |
| Returns for 1 year | 13.55 | 2.02 | 670% |
| Returns for 3 years | 39.34 | 40.50 | 97% |
| Returns for 5 years | 40.75 | 2.70 | 1,510% |
| Returns for 10 years | N/A | N/A | - |
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