BALFX
Price
$35.29
Change
-$0.35 (-0.98%)
Updated
Feb 21 closing price
Net Assets
242.17B
PLIBX
Price
$36.99
Change
-$0.26 (-0.70%)
Updated
Feb 21 closing price
Net Assets
65.03M
Ad is loading...

BALFX vs PLIBX

Header iconBALFX vs PLIBX Comparison
Open Charts BALFX vs PLIBXBanner chart's image
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Plumb Balanced Institutional
Price$36.99
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets65.03M
BALFX vs PLIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BALFX 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 BALFX is a Hold and PLIBX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. PLIBX (65M). BALFX pays higher dividends than PLIBX: BALFX (2.21) vs PLIBX (1.24). BALFX was incepted earlier than PLIBX: BALFX (24 years) vs PLIBX (5 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 annual gain was more profitable for investors over the last year : 9.19 vs. PLIBX (7.46).
BALFXPLIBXBALFX / PLIBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years5 years-
Gain YTD2.8861.176245%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets242B65M372,308%
Annual Yield % from dividends2.211.24178%
Returns for 1 year9.197.46123%
Returns for 3 years17.5215.34114%
Returns for 5 years29.96N/A-
Returns for 10 years52.44N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PFSI101.250.33
+0.33%
PennyMac Financial Services
ANTX1.13N/A
N/A
AN2 Therapeutics
DSGN4.91-0.10
-2.00%
Design Therapeutics
HAL26.26-0.73
-2.70%
Halliburton Company
INDI3.41-0.50
-12.79%
indie Semiconductor