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BALFX vs PLIBX
BALFX vs PLIBX Comparison
Open Charts BALFX vs PLIBX
American Funds American Balanced F1
Price$38.61
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets263.06B
Plumb Balanced Institutional
Price$39.95
Change+$0.21 (+0.53%)
VolumeN/A
Net Assets62.9M
BALFX vs PLIBX Comparison Chart in %
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BALFX vs. PLIBX commentary
Sep 16, 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 BALFX is a Buy and PLIBX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. PLIBX (62.9M). BALFX pays higher dividends than PLIBX: BALFX (1.77) vs PLIBX (1.35). BALFX was incepted earlier than PLIBX: BALFX (25 years) vs PLIBX (5 years). PLIBX (1.28) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). BALFX has a lower initial minimum investment than PLIBX: BALFX (250) vs PLIBX (2500). BALFX annual gain was more profitable for investors over the last year : 9.76 vs. PLIBX (8.21). BALFX return over 5 years is better than : 41.91 vs. PLIBX (20.64).
| BALFX | PLIBX | BALFX / PLIBX | |
| Total Expense Ratio | 0.61 | 1.19 | 51% |
| Annual Report Gross Expense Ratio | 0.61 | 1.28 | 48% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 13.237 | 8.698 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 62.9M | 418,124% |
| Annual Yield % from dividends | 1.77 | 1.35 | 131% |
| Returns for 1 year | 9.76 | 8.21 | 119% |
| Returns for 3 years | 43.20 | 44.08 | 98% |
| Returns for 5 years | 41.91 | 20.64 | 203% |
| Returns for 10 years | 79.15 | N/A | - |
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