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BALCX vs PLABX
BALCX vs PLABX Comparison
Open Charts BALCX vs PLABX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Plumb Balanced A
Price$34.68
Change-$0.83 (-2.34%)
VolumeN/A
CapitalizationN/A
BALCX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. PLABX (66.9M). BALCX pays higher dividends than PLABX: BALCX (1.59) vs PLABX (1.03). BALCX was incepted earlier than PLABX: BALCX (24 years) vs PLABX (4 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. PLABX (36.00). BALCX (250) and PLABX (250) have matching initial minimum investment requirements. BALCX annual gain was more profitable for investors over the last year : 11.89 vs. PLABX (8.31).
| BALCX | PLABX | BALCX / PLABX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 10.937 | 7.871 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 66.9M | 360,239% |
| Annual Yield % from dividends | 1.59 | 1.03 | 154% |
| Returns for 1 year | 11.89 | 8.31 | 143% |
| Returns for 3 years | 10.17 | -0.38 | -2,694% |
| Returns for 5 years | 28.93 | N/A | - |
| Returns for 10 years | 40.96 | N/A | - |
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