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BALFX vs PLIBX
BALFX vs PLIBX Comparison
Open Charts BALFX vs PLIBX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Plumb Balanced Institutional
Price$38.62
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets61.99M
BALFX vs PLIBX Comparison Chart in %
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BALFX vs. PLIBX commentary
Jul 07, 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: 252B vs. PLIBX (62M). PLIBX pays higher dividends than BALFX: PLIBX (5.93) vs BALFX (1.81). 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). BALFX annual gain was more profitable for investors over the last year : 7.83 vs. PLIBX (4.73).
| 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 | 8.075 | 5.635 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 62M | 406,452% |
| Annual Yield % from dividends | 1.81 | 5.93 | 30% |
| Returns for 1 year | 7.83 | 4.73 | 166% |
| Returns for 3 years | 35.03 | 42.08 | 83% |
| Returns for 5 years | 41.29 | N/A | - |
| Returns for 10 years | 64.94 | N/A | - |
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