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BALCX vs PLIBX
BALCX vs PLIBX Comparison
Open Charts BALCX vs PLIBX
American Funds American Balanced C
Price$32.77
Change-$0.31 (-0.94%)
VolumeN/A
Net Assets227.6B
Plumb Balanced Institutional
Price$33.99
Change-$0.47 (-1.36%)
VolumeN/A
Net Assets57.3M
BALCX vs PLIBX Comparison Chart
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BALCX vs. PLIBX commentary
Apr 18, 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: 228B vs. PLIBX (57.3M). PLIBX pays higher dividends than BALCX: PLIBX (6.42) vs BALCX (1.28). BALCX was incepted earlier than PLIBX: BALCX (24 years) vs PLIBX (5 years). PLIBX (1.34) and BALCX (1.32) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 171.00 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 : 1.96 vs. PLIBX (-0.49).
| BALCX | PLIBX | BALCX / PLIBX | |
| Total Expense Ratio | 1.32 | 1.19 | 111% |
| Annual Report Gross Expense Ratio | 1.32 | 1.34 | 99% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -3.631 | -5.744 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 57.3M | 397,906% |
| Annual Yield % from dividends | 1.28 | 6.42 | 20% |
| Returns for 1 year | 1.96 | -0.49 | -405% |
| Returns for 3 years | 8.33 | 10.58 | 79% |
| Returns for 5 years | 28.07 | N/A | - |
| Returns for 10 years | 39.77 | N/A | - |