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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Plumb Balanced Institutional
Price$37.34
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets60.11M
FBAFX vs PLIBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. PLIBX (60.1M). PLIBX pays higher dividends than FBAFX: PLIBX (6.16) vs FBAFX (2.14). 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 (25.00). 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 : 7.40 vs. PLIBX (3.46).
| 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 | 4.817 | 1.532 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 60.1M | 404,326% |
| Annual Yield % from dividends | 2.14 | 6.16 | 35% |
| Returns for 1 year | 7.40 | 3.46 | 214% |
| Returns for 3 years | 24.45 | 24.57 | 99% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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