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BALCX vs PLIBX
BALCX vs PLIBX Comparison
Open Charts BALCX vs PLIBX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Plumb Balanced Institutional
Price$38.62
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets61.99M
BALCX vs PLIBX Comparison Chart in %
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BALCX vs. PLIBX commentary
Jul 07, 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: 252B vs. PLIBX (62M). PLIBX pays higher dividends than BALCX: PLIBX (5.93) vs BALCX (1.19). 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 (26.00). 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 : 7.03 vs. PLIBX (4.73).
| 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 | 7.684 | 5.635 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 62M | 406,452% |
| Annual Yield % from dividends | 1.19 | 5.93 | 20% |
| Returns for 1 year | 7.03 | 4.73 | 149% |
| Returns for 3 years | 32.51 | 42.08 | 77% |
| Returns for 5 years | 37.14 | N/A | - |
| Returns for 10 years | 58.16 | N/A | - |
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