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FBAFX vs PLABX
FBAFX vs PLABX Comparison
Open Charts FBAFX vs PLABX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Plumb Balanced A
Price$39.06
Change-$0.18 (-0.46%)
VolumeN/A
CapitalizationN/A
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FBAFX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. PLABX (73.1M). FBAFX pays higher dividends than PLABX: FBAFX (2.47) vs PLABX (1.03). FBAFX was incepted earlier than PLABX: FBAFX (4 years) vs PLABX (4 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. PLABX (36.00). FBAFX (250) and PLABX (250) have matching initial minimum investment requirements. FBAFX annual gain was more profitable for investors over the last year : 24.73 vs. PLABX (23.48).
| FBAFX | PLABX | FBAFX / PLABX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | 14.250 | 14.244 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 73.1M | 322,845% |
| Annual Yield % from dividends | 2.47 | 1.03 | 240% |
| Returns for 1 year | 24.73 | 23.48 | 105% |
| Returns for 3 years | 17.24 | -5.90 | -292% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |