Ad is loading...
BALFX vs PLIBX
BALFX vs PLIBX Comparison
Open Charts BALFX vs PLIBX
American Funds American Balanced F1
Price$33.02
Change-$0.31 (-0.93%)
VolumeN/A
Net Assets227.6B
Plumb Balanced Institutional
Price$33.99
Change-$0.47 (-1.36%)
VolumeN/A
Net Assets57.3M
BALFX vs PLIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. PLIBX commentary
Apr 18, 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: 228B vs. PLIBX (57.3M). PLIBX pays higher dividends than BALFX: PLIBX (6.42) vs BALFX (1.95). BALFX was incepted earlier than PLIBX: BALFX (24 years) vs PLIBX (5 years). PLIBX (1.34) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. PLIBX (25.00). 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 : 2.71 vs. PLIBX (-0.49).
| BALFX | PLIBX | BALFX / PLIBX | |
| Total Expense Ratio | 0.62 | 1.19 | 52% |
| Annual Report Gross Expense Ratio | 0.62 | 1.34 | 46% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -3.441 | -5.744 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 57.3M | 397,906% |
| Annual Yield % from dividends | 1.95 | 6.42 | 30% |
| Returns for 1 year | 2.71 | -0.49 | -559% |
| Returns for 3 years | 10.20 | 10.58 | 96% |
| Returns for 5 years | 31.91 | N/A | - |
| Returns for 10 years | 45.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...