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BALFX vs PLIBX
BALFX vs PLIBX Comparison
Open Charts BALFX vs PLIBX
American Funds American Balanced F1
Price$37.01
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Plumb Balanced Institutional
Price$38.89
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets61.9M
BALFX vs PLIBX Comparison Chart in %
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BALFX vs. PLIBX commentary
Aug 08, 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: 253B vs. PLIBX (61.9M). PLIBX pays higher dividends than BALFX: PLIBX (5.80) vs BALFX (1.79). BALFX was incepted earlier than PLIBX: BALFX (24 years) vs PLIBX (5 years). PLIBX (1.34) 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). PLIBX (11.59) and BALFX (11.36) have marching annual gain over last year. BALFX return over 5 years is better than : 36.44 vs. PLIBX (19.70).
| BALFX | PLIBX | BALFX / PLIBX | |
| Total Expense Ratio | 0.61 | 1.19 | 51% |
| Annual Report Gross Expense Ratio | 0.61 | 1.34 | 46% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 8.544 | 6.701 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 61.9M | 408,724% |
| Annual Yield % from dividends | 1.79 | 5.80 | 31% |
| Returns for 1 year | 11.36 | 11.59 | 98% |
| Returns for 3 years | 30.84 | 30.30 | 102% |
| Returns for 5 years | 36.44 | 19.70 | 185% |
| Returns for 10 years | 63.47 | N/A | - |
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