Interact to see
Advertisement
Advertisement
FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Plumb Balanced Institutional
Price$40.26
Change-$0.65 (-1.59%)
VolumeN/A
Net Assets66.89M
FBAFX vs PLIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. PLIBX (66.9M). FBAFX pays higher dividends than PLIBX: FBAFX (1.94) vs PLIBX (1.30). 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 : 9.01 vs. PLIBX (4.92). FBAFX return over 5 years is better than : 43.18 vs. PLIBX (15.99).
| 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 | 15.061 | 10.120 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 66.9M | 402,093% |
| Annual Yield % from dividends | 1.94 | 1.30 | 148% |
| Returns for 1 year | 9.01 | 4.92 | 183% |
| Returns for 3 years | 44.43 | 41.31 | 108% |
| Returns for 5 years | 43.18 | 15.99 | 270% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement