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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Plumb Balanced Institutional
Price$39.36
Change-$0.08 (-0.20%)
VolumeN/A
Net Assets62.68M
FBAFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. PLIBX (62.7M). PLIBX pays higher dividends than FBAFX: PLIBX (5.80) vs FBAFX (2.04). FBAFX was incepted earlier than PLIBX: FBAFX (5 years) vs PLIBX (5 years). PLIBX (1.34) 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 : 8.23 vs. PLIBX (7.53).
| FBAFX | PLIBX | FBAFX / PLIBX | |
| Total Expense Ratio | 0.34 | 1.19 | 29% |
| Annual Report Gross Expense Ratio | 0.34 | 1.34 | 25% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 9.918 | 7.659 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 62.7M | 408,293% |
| Annual Yield % from dividends | 2.04 | 5.80 | 35% |
| Returns for 1 year | 8.23 | 7.53 | 109% |
| Returns for 3 years | 31.57 | 30.02 | 105% |
| Returns for 5 years | N/A | 20.77 | - |
| Returns for 10 years | N/A | N/A | - |
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