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BALCX vs PLABX
BALCX vs PLABX Comparison
Open Charts BALCX vs PLABX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Plumb Balanced A
Price$36.99
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets65.46M
BALCX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. PLABX (65.5M). 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. PLABX annual gain was more profitable for investors over the last year : 14.75 vs. BALCX (11.44).
| 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 | 1.938 | 1.426 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 65.5M | 366,412% |
| Annual Yield % from dividends | 1.59 | 1.03 | 154% |
| Returns for 1 year | 11.44 | 14.75 | 78% |
| Returns for 3 years | 10.59 | 9.02 | 117% |
| Returns for 5 years | 25.92 | N/A | - |
| Returns for 10 years | 49.96 | N/A | - |
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