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BALCX vs PLIBX
BALCX vs PLIBX Comparison
Open Charts BALCX vs PLIBX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Plumb Balanced Institutional
Price$37.08
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets65.46M
BALCX vs PLIBX Comparison Chart
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BALCX vs. PLIBX commentary
Jan 19, 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: 240B vs. PLIBX (65.5M). 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 annual gain was more profitable for investors over the last year : 14.85 vs. BALCX (11.44).
| 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 | 1.938 | 1.422 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 65.5M | 366,412% |
| Annual Yield % from dividends | 1.59 | 1.24 | 128% |
| Returns for 1 year | 11.44 | 14.85 | 77% |
| Returns for 3 years | 10.59 | 9.32 | 114% |
| Returns for 5 years | 25.92 | N/A | - |
| Returns for 10 years | 49.96 | N/A | - |
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