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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$35.33
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Plumb Balanced Institutional
Price$36.99
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets65.03M
FBAFX vs PLIBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. PLIBX (65M). FBAFX pays higher dividends than PLIBX: FBAFX (2.47) vs PLIBX (1.24). FBAFX was incepted earlier than PLIBX: FBAFX (4 years) vs PLIBX (5 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 annual gain was more profitable for investors over the last year : 9.47 vs. PLIBX (7.46).
| FBAFX | PLIBX | FBAFX / PLIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 2.913 | 1.176 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 65M | 372,308% |
| Annual Yield % from dividends | 2.47 | 1.24 | 199% |
| Returns for 1 year | 9.47 | 7.46 | 127% |
| Returns for 3 years | 20.04 | 15.34 | 131% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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