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FBONX vs PLIBX
FBONX vs PLIBX Comparison
Open Charts FBONX vs PLIBX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Plumb Balanced Institutional
Price$40.61
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets65.78M
FBONX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. PLIBX (65.8M). FBONX pays higher dividends than PLIBX: FBONX (1.93) vs PLIBX (1.32). 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). FBONX annual gain was more profitable for investors over the last year : 10.08 vs. PLIBX (5.19). FBONX return over 5 years is better than : 42.77 vs. PLIBX (13.01).
| 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 | 17.419 | 11.078 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 65.8M | 408,815% |
| Annual Yield % from dividends | 1.93 | 1.32 | 146% |
| Returns for 1 year | 10.08 | 5.19 | 194% |
| Returns for 3 years | 42.81 | 39.85 | 107% |
| Returns for 5 years | 42.77 | 13.01 | 329% |
| Returns for 10 years | N/A | N/A | - |
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