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FBONX vs PLBBX
FBONX vs PLBBX Comparison
Open Charts FBONX vs PLBBX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
Plumb Balanced Investor
Price$40.12
Change-$0.52 (-1.28%)
VolumeN/A
CapitalizationN/A
FBONX vs PLBBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. PLBBX (68.5M). FBONX pays higher dividends than PLBBX: FBONX (2.50) vs PLBBX (0.85). FBONX was incepted earlier than PLBBX: FBONX (4 years) vs PLBBX (18 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). PLBBX annual gain was more profitable for investors over the last year : 23.27 vs. FBONX (21.23).
| FBONX | PLBBX | FBONX / PLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | 14.314 | 16.866 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 68.5M | 344,526% |
| Annual Yield % from dividends | 2.50 | 0.85 | 294% |
| Returns for 1 year | 21.23 | 23.27 | 91% |
| Returns for 3 years | 12.91 | -5.67 | -228% |
| Returns for 5 years | N/A | 24.16 | - |
| Returns for 10 years | N/A | 83.96 | - |
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