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BALFX vs PLIBX
BALFX vs PLIBX Comparison
Open Charts BALFX vs PLIBX
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
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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.
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).
| BALFX | PLIBX | BALFX / PLIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 2.886 | 1.176 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 65M | 372,308% |
| Annual Yield % from dividends | 2.21 | 1.24 | 178% |
| Returns for 1 year | 9.19 | 7.46 | 123% |
| Returns for 3 years | 17.52 | 15.34 | 114% |
| Returns for 5 years | 29.96 | N/A | - |
| Returns for 10 years | 52.44 | N/A | - |
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