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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$36.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Plumb Balanced Institutional
Price$39.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FBAFX vs PLIBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. PLIBX (72.2M). 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). FBAFX annual gain was more profitable for investors over the last year : 21.28 vs. PLIBX (20.20).
| 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 | 12.953 | 13.555 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 72.2M | 324,100% |
| Annual Yield % from dividends | 2.47 | 1.24 | 199% |
| Returns for 1 year | 21.28 | 20.20 | 105% |
| Returns for 3 years | 14.69 | -7.35 | -200% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |