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BALCX vs PLABX
BALCX vs PLABX Comparison
Open Charts BALCX vs PLABX
American Funds American Balanced C
Price$33.54
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets229.84B
Plumb Balanced A
Price$34.97
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets58.01M
BALCX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 230B vs. PLABX (58M). PLABX pays higher dividends than BALCX: PLABX (6.46) vs BALCX (1.28). BALCX was incepted earlier than PLABX: BALCX (24 years) vs PLABX (4 years). PLABX (1.60) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 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 : 4.10 vs. PLABX (1.03).
| BALCX | PLABX | BALCX / PLABX | |
| Total Expense Ratio | 1.32 | 1.44 | 92% |
| Annual Report Gross Expense Ratio | 1.32 | 1.60 | 83% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | -1.367 | -4.607 | 30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 58M | 396,552% |
| Annual Yield % from dividends | 1.28 | 6.46 | 20% |
| Returns for 1 year | 4.10 | 1.03 | 398% |
| Returns for 3 years | 14.43 | 16.74 | 86% |
| Returns for 5 years | 32.12 | N/A | - |
| Returns for 10 years | 41.52 | N/A | - |
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