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BALFX vs PLIBX
BALFX vs PLIBX Comparison
Open Charts BALFX vs PLIBX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Plumb Balanced Institutional
Price$37.08
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets65.46M
BALFX vs PLIBX Comparison Chart
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BALFX vs. PLIBX commentary
Jan 19, 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: 240B vs. PLIBX (65.5M). 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). PLIBX annual gain was more profitable for investors over the last year : 14.85 vs. BALFX (12.25).
| 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 | 1.953 | 1.422 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 65.5M | 366,412% |
| Annual Yield % from dividends | 2.21 | 1.24 | 178% |
| Returns for 1 year | 12.25 | 14.85 | 83% |
| Returns for 3 years | 12.28 | 9.32 | 132% |
| Returns for 5 years | 29.72 | N/A | - |
| Returns for 10 years | 55.85 | N/A | - |
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