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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$34.26
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Plumb Balanced Institutional
Price$35.66
Change-$0.10 (-0.28%)
VolumeN/A
CapitalizationN/A
FBAFX vs PLIBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 241B vs. PLIBX (66.9M). FBAFX pays higher dividends than PLIBX: FBAFX (2.47) vs PLIBX (1.24). FBAFX was incepted earlier than PLIBX: FBAFX (4 years) vs PLIBX (4 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. PLIBX (36.00). FBAFX has a lower initial minimum investment than PLIBX: FBAFX (250) vs PLIBX (2500). FBAFX (12.73) and PLIBX (12.13) have marching annual gain over last year.
| FBAFX | PLIBX | FBAFX / PLIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | 11.739 | 11.053 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 66.9M | 360,239% |
| Annual Yield % from dividends | 2.47 | 1.24 | 199% |
| Returns for 1 year | 12.73 | 12.13 | 105% |
| Returns for 3 years | 14.03 | 2.79 | 503% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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