Interact to see
Advertisement
Advertisement
FBONX vs PLIBX
FBONX vs PLIBX Comparison
Open Charts FBONX vs PLIBX
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Plumb Balanced Institutional
Price$37.48
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets65.6M
FBONX vs PLIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. PLIBX (65.6M). FBONX pays higher dividends than PLIBX: FBONX (2.19) vs PLIBX (0.15). 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 : 14.57 vs. PLIBX (3.43). FBONX return over 5 years is better than : 40.47 vs. PLIBX (2.37).
| 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 | 2.348 | 1.270 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 65.6M | 411,585% |
| Annual Yield % from dividends | 2.19 | 0.15 | 1,448% |
| Returns for 1 year | 14.57 | 3.43 | 424% |
| Returns for 3 years | 38.94 | 40.05 | 97% |
| Returns for 5 years | 40.47 | 2.37 | 1,707% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement