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BALCX vs PLABX
BALCX vs PLABX Comparison
Open Charts BALCX vs PLABX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Plumb Balanced A
Price$37.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.99M
BALCX vs PLABX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. PLABX (62M). PLABX pays higher dividends than BALCX: PLABX (6.00) vs BALCX (1.19). 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 (26.00). BALCX (250) and PLABX (250) have matching initial minimum investment requirements. BALCX annual gain was more profitable for investors over the last year : 7.03 vs. PLABX (3.31).
| 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 | 7.684 | 4.153 | 185% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 62M | 406,452% |
| Annual Yield % from dividends | 1.19 | 6.00 | 20% |
| Returns for 1 year | 7.03 | 3.31 | 212% |
| Returns for 3 years | 32.51 | 39.85 | 82% |
| Returns for 5 years | 37.14 | N/A | - |
| Returns for 10 years | 58.16 | N/A | - |
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