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BALCX vs PLABX
BALCX vs PLABX Comparison
Open Charts BALCX vs PLABX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Plumb Balanced A
Price$36.97
Change-$0.48 (-1.28%)
VolumeN/A
Net Assets59.81M
BALCX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. PLABX (59.8M). PLABX pays higher dividends than BALCX: PLABX (6.20) vs BALCX (1.24). 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 annual gain was more profitable for investors over the last year : 4.49 vs. PLABX (2.68).
| 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 | 4.121 | 1.371 | 301% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 59.8M | 408,027% |
| Annual Yield % from dividends | 1.24 | 6.20 | 20% |
| Returns for 1 year | 4.49 | 2.68 | 167% |
| Returns for 3 years | 30.13 | 37.15 | 81% |
| Returns for 5 years | 34.15 | N/A | - |
| Returns for 10 years | 51.38 | N/A | - |
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