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BALCX vs PLIBX
BALCX vs PLIBX Comparison
Open Charts BALCX vs PLIBX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Plumb Balanced Institutional
Price$36.99
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets65.03M
BALCX vs PLIBX Comparison Chart
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BALCX vs. PLIBX commentary
Feb 23, 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 Hold and PLIBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. PLIBX (65M). BALCX pays higher dividends than PLIBX: BALCX (1.59) vs PLIBX (1.24). BALCX was incepted earlier than PLIBX: BALCX (24 years) vs PLIBX (5 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). BALCX annual gain was more profitable for investors over the last year : 8.38 vs. PLIBX (7.46).
| BALCX | PLIBX | BALCX / PLIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 2.790 | 1.176 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 65M | 372,308% |
| Annual Yield % from dividends | 1.59 | 1.24 | 128% |
| Returns for 1 year | 8.38 | 7.46 | 112% |
| Returns for 3 years | 15.69 | 15.34 | 102% |
| Returns for 5 years | 26.14 | N/A | - |
| Returns for 10 years | 46.66 | N/A | - |
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