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FBAFX vs PLIBX
FBAFX vs PLIBX Comparison
Open Charts FBAFX vs PLIBX
American Funds American Balanced 529-F-2
Price$33.05
Change-$0.31 (-0.93%)
VolumeN/A
Net Assets227.6B
Plumb Balanced Institutional
Price$33.99
Change-$0.47 (-1.36%)
VolumeN/A
Net Assets57.3M
FBAFX vs PLIBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 228B vs. PLIBX (57.3M). PLIBX pays higher dividends than FBAFX: PLIBX (6.42) vs FBAFX (2.22). FBAFX was incepted earlier than PLIBX: FBAFX (4 years) vs PLIBX (5 years). PLIBX (1.34) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 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 : 2.96 vs. PLIBX (-0.49).
| FBAFX | PLIBX | FBAFX / PLIBX | |
| Total Expense Ratio | 0.33 | 1.19 | 28% |
| Annual Report Gross Expense Ratio | 0.33 | 1.34 | 25% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -3.370 | -5.744 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 57.3M | 397,906% |
| Annual Yield % from dividends | 2.22 | 6.42 | 35% |
| Returns for 1 year | 2.96 | -0.49 | -610% |
| Returns for 3 years | 12.29 | 10.58 | 116% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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