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BALCX vs PLIBX
BALCX vs PLIBX Comparison
Open Charts BALCX vs PLIBX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Plumb Balanced Institutional
Price$35.83
Change+$0.29 (+0.82%)
VolumeN/A
Net Assets58.71M
BALCX vs PLIBX Comparison Chart
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BALCX vs. PLIBX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and PLIBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. PLIBX (58.7M). PLIBX pays higher dividends than BALCX: PLIBX (6.41) vs BALCX (1.29). BALCX was incepted earlier than PLIBX: BALCX (24 years) vs PLIBX (5 years). PLIBX (1.34) and BALCX (1.31) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (25.00). BALCX has a lower initial minimum investment than PLIBX: BALCX (250) vs PLIBX (2500). BALCX annual gain was more profitable for investors over the last year : 3.96 vs. PLIBX (0.45).
| BALCX | PLIBX | BALCX / PLIBX | |
| Total Expense Ratio | 1.31 | 1.19 | 110% |
| Annual Report Gross Expense Ratio | 1.31 | 1.34 | 98% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 0.192 | -2.790 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 58.7M | 398,637% |
| Annual Yield % from dividends | 1.29 | 6.41 | 20% |
| Returns for 1 year | 3.96 | 0.45 | 880% |
| Returns for 3 years | 19.76 | 25.48 | 78% |
| Returns for 5 years | 32.61 | N/A | - |
| Returns for 10 years | 44.56 | N/A | - |