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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$37.76
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Plumb Balanced Institutional
Price$39.70
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets62.35M
FBAFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 255B vs. PLIBX (62.4M). FBAFX pays higher dividends than PLIBX: FBAFX (2.04) vs PLIBX (1.37). FBAFX was incepted earlier than PLIBX: FBAFX (5 years) vs PLIBX (5 years). PLIBX (1.28) 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 : 8.34 vs. PLIBX (7.30).
| FBAFX | PLIBX | FBAFX / PLIBX | |
| Total Expense Ratio | 0.34 | 1.19 | 29% |
| Annual Report Gross Expense Ratio | 0.34 | 1.28 | 27% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 10.799 | 8.342 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 62.4M | 408,654% |
| Annual Yield % from dividends | 2.04 | 1.37 | 150% |
| Returns for 1 year | 8.34 | 7.30 | 114% |
| Returns for 3 years | 37.73 | 36.85 | 102% |
| Returns for 5 years | N/A | 15.34 | - |
| Returns for 10 years | N/A | N/A | - |
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