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FBONX vs PLBBX
FBONX vs PLBBX Comparison
Open Charts FBONX vs PLBBX
American Funds American Balanced 529-F-3
Price$34.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Plumb Balanced Investor
Price$37.89
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FBONX vs PLBBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. PLBBX (72.5M). FBONX pays higher dividends than PLBBX: FBONX (2.50) vs PLBBX (0.85). FBONX was incepted earlier than PLBBX: FBONX (4 years) vs PLBBX (17 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (36.00). FBONX has a lower initial minimum investment than PLBBX: FBONX (250) vs PLBBX (2500). FBONX annual gain was more profitable for investors over the last year : 20.36 vs. PLBBX (18.77).
| FBONX | PLBBX | FBONX / PLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 13.167 | 13.836 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 72.5M | 322,759% |
| Annual Yield % from dividends | 2.50 | 0.85 | 294% |
| Returns for 1 year | 20.36 | 18.77 | 108% |
| Returns for 3 years | 14.78 | -7.07 | -209% |
| Returns for 5 years | N/A | 22.58 | - |
| Returns for 10 years | N/A | 83.00 | - |
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