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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Plumb Balanced Institutional
Price$35.83
Change+$0.29 (+0.82%)
VolumeN/A
Net Assets58.71M
FBAFX vs PLIBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. PLIBX (58.7M). PLIBX pays higher dividends than FBAFX: PLIBX (6.41) vs FBAFX (2.22). FBAFX was incepted earlier than PLIBX: FBAFX (5 years) vs PLIBX (5 years). PLIBX (1.34) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (25.00). 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 : 4.99 vs. PLIBX (0.45).
| FBAFX | PLIBX | FBAFX / PLIBX | |
| Total Expense Ratio | 0.34 | 1.19 | 29% |
| Annual Report Gross Expense Ratio | 0.34 | 1.34 | 25% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 0.519 | -2.790 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 58.7M | 398,637% |
| Annual Yield % from dividends | 2.22 | 6.41 | 35% |
| Returns for 1 year | 4.99 | 0.45 | 1,108% |
| Returns for 3 years | 24.09 | 25.48 | 95% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |