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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$38.02
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Plumb Balanced Institutional
Price$39.84
Change+$0.31 (+0.78%)
VolumeN/A
Net Assets62.56M
FBAFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 259B vs. PLIBX (62.6M). FBAFX pays higher dividends than PLIBX: FBAFX (2.01) vs PLIBX (1.35). 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). PLIBX (10.43) and FBAFX (10.23) have marching annual gain over last year.
| 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 | 11.562 | 8.972 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 62.6M | 413,738% |
| Annual Yield % from dividends | 2.01 | 1.35 | 149% |
| Returns for 1 year | 10.23 | 10.43 | 98% |
| Returns for 3 years | 42.07 | 42.86 | 98% |
| Returns for 5 years | N/A | 19.24 | - |
| Returns for 10 years | N/A | N/A | - |
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