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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$38.72
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
Plumb Balanced Institutional
Price$39.53
Change-$0.32 (-0.80%)
VolumeN/A
Net Assets65.16M
FBAFX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 264B vs. PLIBX (65.2M). FBAFX pays higher dividends than PLIBX: FBAFX (1.94) vs PLIBX (1.30). 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 : 9.11 vs. PLIBX (5.56). FBAFX return over 5 years is better than : 41.63 vs. PLIBX (14.35).
| 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 | 14.001 | 8.999 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 65.2M | 404,908% |
| Annual Yield % from dividends | 1.94 | 1.30 | 148% |
| Returns for 1 year | 9.11 | 5.56 | 164% |
| Returns for 3 years | 42.46 | 40.01 | 106% |
| Returns for 5 years | 41.63 | 14.35 | 290% |
| Returns for 10 years | N/A | N/A | - |
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