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BALCX vs PLIBX
BALCX vs PLIBX Comparison
Open Charts BALCX vs PLIBX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Plumb Balanced Institutional
Price$35.66
Change-$0.10 (-0.28%)
VolumeN/A
CapitalizationN/A
BALCX vs PLIBX Comparison Chart
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BALCX vs. PLIBX commentary
Dec 19, 2024
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 Hold and PLIBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. PLIBX (66.9M). BALCX pays higher dividends than PLIBX: BALCX (1.59) vs PLIBX (1.24). BALCX was incepted earlier than PLIBX: BALCX (24 years) vs PLIBX (4 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. PLIBX (36.00). BALCX has a lower initial minimum investment than PLIBX: BALCX (250) vs PLIBX (2500). PLIBX (12.13) and BALCX (11.89) have marching annual gain over last year.
| BALCX | PLIBX | BALCX / PLIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 10.937 | 11.053 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 66.9M | 360,239% |
| Annual Yield % from dividends | 1.59 | 1.24 | 128% |
| Returns for 1 year | 11.89 | 12.13 | 98% |
| Returns for 3 years | 10.17 | 2.79 | 365% |
| Returns for 5 years | 28.93 | N/A | - |
| Returns for 10 years | 40.96 | N/A | - |
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