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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$36.88
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
FBAFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. PLIBX (62M). PLIBX pays higher dividends than FBAFX: PLIBX (5.93) vs FBAFX (2.06). FBAFX was incepted earlier than PLIBX: FBAFX (5 years) vs PLIBX (5 years). PLIBX (1.34) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). FBAFX has a lower initial minimum investment than PLIBX: FBAFX (250) vs PLIBX (2500). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. PLIBX (4.73).
| FBAFX | PLIBX | FBAFX / PLIBX | |
| Total Expense Ratio | 0.34 | 1.19 | 29% |
| Annual Report Gross Expense Ratio | 0.34 | 1.34 | 25% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 8.217 | 5.635 | 146% |
| 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 | 2.06 | 5.93 | 35% |
| Returns for 1 year | 8.12 | 4.73 | 172% |
| Returns for 3 years | 37.19 | 42.08 | 88% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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