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FBONX vs PLIBX
FBONX vs PLIBX Comparison
Open Charts FBONX vs PLIBX
American Funds American Balanced 529-F-3
Price$38.71
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Plumb Balanced Institutional
Price$39.53
Change-$0.32 (-0.80%)
VolumeN/A
Net Assets65.16M
FBONX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 264B vs. PLIBX (65.2M). FBONX pays higher dividends than PLIBX: FBONX (1.97) vs PLIBX (1.30). FBONX was incepted earlier than PLIBX: FBONX (5 years) vs PLIBX (5 years). PLIBX (1.28) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (26.00). FBONX has a lower initial minimum investment than PLIBX: FBONX (250) vs PLIBX (2500). FBONX annual gain was more profitable for investors over the last year : 9.12 vs. PLIBX (5.56). FBONX return over 5 years is better than : 41.88 vs. PLIBX (14.35).
| FBONX | PLIBX | FBONX / PLIBX | |
| Total Expense Ratio | 0.30 | 1.19 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.28 | 23% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 14.003 | 8.999 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 65.2M | 404,908% |
| Annual Yield % from dividends | 1.97 | 1.30 | 151% |
| Returns for 1 year | 9.12 | 5.56 | 164% |
| Returns for 3 years | 42.57 | 40.01 | 106% |
| Returns for 5 years | 41.88 | 14.35 | 292% |
| Returns for 10 years | N/A | N/A | - |
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