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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Plumb Balanced Institutional
Price$40.61
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets65.78M
FBAFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. PLIBX (65.8M). FBAFX pays higher dividends than PLIBX: FBAFX (1.90) vs PLIBX (1.32). 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 : 10.04 vs. PLIBX (5.19). FBAFX return over 5 years is better than : 42.47 vs. PLIBX (13.01).
| 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 | 17.387 | 11.078 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 65.8M | 408,815% |
| Annual Yield % from dividends | 1.90 | 1.32 | 144% |
| Returns for 1 year | 10.04 | 5.19 | 194% |
| Returns for 3 years | 42.67 | 39.85 | 107% |
| Returns for 5 years | 42.47 | 13.01 | 326% |
| Returns for 10 years | N/A | N/A | - |
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