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BALCX vs PLABX
BALCX vs PLABX Comparison
Open Charts BALCX vs PLABX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Plumb Balanced A
Price$34.29
Change-$1.13 (-3.19%)
VolumeN/A
Net Assets59.79M
BALCX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. PLABX (59.8M). 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 : 0.58 vs. PLABX (0.18).
| 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 | -2.337 | -2.879 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 59.8M | 392,977% |
| Annual Yield % from dividends | 1.28 | 6.46 | 20% |
| Returns for 1 year | 0.58 | 0.18 | 322% |
| Returns for 3 years | 7.28 | 7.52 | 97% |
| Returns for 5 years | 41.73 | N/A | - |
| Returns for 10 years | 41.88 | N/A | - |
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