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BALFX vs PLIBX
BALFX vs PLIBX Comparison
Open Charts BALFX vs PLIBX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Plumb Balanced Institutional
Price$35.66
Change-$0.10 (-0.28%)
VolumeN/A
CapitalizationN/A
BALFX vs PLIBX Comparison Chart
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BALFX vs. PLIBX commentary
Dec 19, 2024
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 BALFX is a Hold and PLIBX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. PLIBX (66.9M). BALFX pays higher dividends than PLIBX: BALFX (2.21) vs PLIBX (1.24). BALFX was incepted earlier than PLIBX: BALFX (24 years) vs PLIBX (4 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. PLIBX (36.00). BALFX has a lower initial minimum investment than PLIBX: BALFX (250) vs PLIBX (2500). BALFX (12.54) and PLIBX (12.13) have marching annual gain over last year.
| BALFX | PLIBX | BALFX / 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 | 11.522 | 11.053 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 66.9M | 360,239% |
| Annual Yield % from dividends | 2.21 | 1.24 | 178% |
| Returns for 1 year | 12.54 | 12.13 | 103% |
| Returns for 3 years | 11.70 | 2.79 | 420% |
| Returns for 5 years | 32.57 | N/A | - |
| Returns for 10 years | 46.34 | N/A | - |
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