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FBONX vs PLIBX
FBONX vs PLIBX Comparison
Open Charts FBONX vs PLIBX
American Funds American Balanced 529-F-3
Price$38.51
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Plumb Balanced Institutional
Price$40.05
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets66.37M
FBONX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. PLIBX (66.4M). FBONX pays higher dividends than PLIBX: FBONX (2.05) vs PLIBX (1.35). FBONX was incepted earlier than PLIBX: FBONX (5 years) vs PLIBX (5 years). PLIBX (1.28) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). FBONX has a lower initial minimum investment than PLIBX: FBONX (250) vs PLIBX (2500). PLIBX (8.72) and FBONX (8.44) have marching annual gain over last year.
| FBONX | PLIBX | FBONX / PLIBX | |
| Total Expense Ratio | 0.30 | 1.19 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.28 | 23% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 13.414 | 9.546 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 66.4M | 396,084% |
| Annual Yield % from dividends | 2.05 | 1.35 | 152% |
| Returns for 1 year | 8.44 | 8.72 | 97% |
| Returns for 3 years | 53.50 | 53.09 | 101% |
| Returns for 5 years | N/A | 22.37 | - |
| Returns for 10 years | N/A | N/A | - |
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