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BALCX vs PLABX
BALCX vs PLABX Comparison
Open Charts BALCX vs PLABX
American Funds American Balanced C
Price$34.56
Change-$0.39 (-1.12%)
VolumeN/A
Net Assets240.4B
Plumb Balanced A
Price$36.47
Change-$0.45 (-1.22%)
VolumeN/A
Net Assets60.6M
BALCX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. PLABX (60.6M). PLABX pays higher dividends than BALCX: PLABX (6.45) vs BALCX (1.29). BALCX was incepted earlier than PLABX: BALCX (24 years) vs PLABX (4 years). PLABX (1.60) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. PLABX (25.00). BALCX (250) and PLABX (250) have matching initial minimum investment requirements. BALCX (3.53) and PLABX (3.43) have marching annual gain over last year.
| BALCX | PLABX | BALCX / PLABX | |
| Total Expense Ratio | 1.31 | 1.44 | 91% |
| Annual Report Gross Expense Ratio | 1.31 | 1.60 | 82% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 1.633 | 1.234 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 60.6M | 396,040% |
| Annual Yield % from dividends | 1.29 | 6.45 | 20% |
| Returns for 1 year | 3.53 | 3.43 | 103% |
| Returns for 3 years | 21.31 | 30.27 | 70% |
| Returns for 5 years | 33.77 | N/A | - |
| Returns for 10 years | 46.05 | N/A | - |