Ad is loading...
FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$35.01
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Plumb Balanced Institutional
Price$37.08
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets65.46M
FBAFX vs PLIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. PLIBX (65.5M). 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). PLIBX annual gain was more profitable for investors over the last year : 14.85 vs. FBAFX (12.58).
| 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 | 1.981 | 1.422 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 65.5M | 366,412% |
| Annual Yield % from dividends | 2.47 | 1.24 | 199% |
| Returns for 1 year | 12.58 | 14.85 | 85% |
| Returns for 3 years | 14.73 | 9.32 | 158% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...