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FBAFX vs PLBBX
FBAFX vs PLBBX Comparison
Open Charts FBAFX vs PLBBX
American Funds American Balanced 529-F-2
Price$34.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Plumb Balanced Investor
Price$37.89
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FBAFX vs PLBBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. PLBBX (72.5M). FBAFX pays higher dividends than PLBBX: FBAFX (2.47) vs PLBBX (0.85). FBAFX was incepted earlier than PLBBX: FBAFX (4 years) vs PLBBX (17 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (36.00). FBAFX has a lower initial minimum investment than PLBBX: FBAFX (250) vs PLBBX (2500). FBAFX annual gain was more profitable for investors over the last year : 20.29 vs. PLBBX (18.77).
| FBAFX | PLBBX | FBAFX / PLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 13.145 | 13.836 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 72.5M | 322,759% |
| Annual Yield % from dividends | 2.47 | 0.85 | 290% |
| Returns for 1 year | 20.29 | 18.77 | 108% |
| Returns for 3 years | 14.67 | -7.07 | -207% |
| Returns for 5 years | N/A | 22.58 | - |
| Returns for 10 years | N/A | 83.00 | - |
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