FBONX
Price
$37.13
Change
-$0.08 (-0.21%)
Updated
Jul 28 closing price
Net Assets
254.37B
PLIBX
Price
$39.00
Change
+$0.07 (+0.18%)
Updated
Jul 28 closing price
Net Assets
62.01M
Interact to see
Advertisement

FBONX vs PLIBX

Header iconFBONX vs PLIBX Comparison
Open Charts FBONX vs PLIBXBanner chart's image
American Funds American Balanced 529-F-3
Price$37.13
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets254.37B
Plumb Balanced Institutional
Price$39.00
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets62.01M
FBONX vs PLIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. PLIBX (62M). PLIBX pays higher dividends than FBONX: PLIBX (5.93) vs FBONX (2.10). FBONX was incepted earlier than PLIBX: FBONX (5 years) vs PLIBX (5 years). PLIBX (1.34) 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 (9.48) and FBONX (9.24) have marching annual gain over last year.
FBONXPLIBXFBONX / PLIBX
Total Expense Ratio0.301.1925%
Annual Report Gross Expense Ratio0.301.3422%
Fund Existence5 years5 years-
Gain YTD8.9716.482138%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets254B62M409,677%
Annual Yield % from dividends2.105.9335%
Returns for 1 year9.249.4897%
Returns for 3 years33.1639.1885%
Returns for 5 yearsN/AN/A-
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ADTN9.670.44
+4.77%
ADTRAN Holdings
PBHC14.94-0.06
-0.37%
Pathfinder Bancorp
ASR301.36-2.19
-0.72%
Grupo Aeroportuario del Sureste SA
IVP0.76-0.01
-1.81%
Inspire Veterinary Partners Inc
ODP18.07-0.51
-2.74%
ODP Corp (The)