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FBONX vs PLIBX
FBONX vs PLIBX Comparison
Open Charts FBONX vs PLIBX
American Funds American Balanced 529-F-3
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Plumb Balanced Institutional
Price$37.34
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets60.11M
FBONX vs PLIBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. PLIBX (60.1M). PLIBX pays higher dividends than FBONX: PLIBX (6.16) vs FBONX (2.18). FBONX was incepted earlier than PLIBX: FBONX (5 years) vs PLIBX (5 years). PLIBX (1.34) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. PLIBX (25.00). 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 : 7.44 vs. PLIBX (3.46).
| FBONX | PLIBX | FBONX / PLIBX | |
| Total Expense Ratio | 0.30 | 1.19 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.34 | 22% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 4.828 | 1.532 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 60.1M | 404,326% |
| Annual Yield % from dividends | 2.18 | 6.16 | 35% |
| Returns for 1 year | 7.44 | 3.46 | 215% |
| Returns for 3 years | 24.57 | 24.57 | 100% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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