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BALCX vs PLIBX
BALCX vs PLIBX Comparison
Open Charts BALCX vs PLIBX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Plumb Balanced Institutional
Price$37.34
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets60.11M
BALCX vs PLIBX Comparison Chart
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BALCX vs. PLIBX commentary
Jun 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: 243B vs. PLIBX (60.1M). PLIBX pays higher dividends than BALCX: PLIBX (6.16) vs BALCX (1.24). 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 : 6.34 vs. PLIBX (3.46).
| 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 | 4.397 | 1.532 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 60.1M | 404,326% |
| Annual Yield % from dividends | 1.24 | 6.16 | 20% |
| Returns for 1 year | 6.34 | 3.46 | 183% |
| Returns for 3 years | 20.09 | 24.57 | 82% |
| Returns for 5 years | 30.67 | N/A | - |
| Returns for 10 years | 52.83 | N/A | - |
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