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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$37.06
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Plumb Balanced Institutional
Price$38.75
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets61.9M
FBAFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 253B vs. PLIBX (61.9M). PLIBX pays higher dividends than FBAFX: PLIBX (5.80) vs FBAFX (2.04). 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). PLIBX (12.13) and FBAFX (11.69) have marching annual gain over last year.
| 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 | 8.745 | 6.373 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 61.9M | 408,724% |
| Annual Yield % from dividends | 2.04 | 5.80 | 35% |
| Returns for 1 year | 11.69 | 12.13 | 96% |
| Returns for 3 years | 33.00 | 30.35 | 109% |
| Returns for 5 years | N/A | 19.33 | - |
| Returns for 10 years | N/A | N/A | - |
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