Interact to see
Advertisement
Advertisement
FBONX vs PLIBX
FBONX vs PLIBX Comparison
Open Charts FBONX vs PLIBX
American Funds American Balanced 529-F-3
Price$37.62
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
Plumb Balanced Institutional
Price$39.70
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets62.35M
FBONX vs PLIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 255B vs. PLIBX (62.4M). FBONX pays higher dividends than PLIBX: FBONX (2.08) vs PLIBX (1.37). 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 (7.58) and PLIBX (7.30) have marching annual gain over last year.
| 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 | 10.409 | 8.342 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 62.4M | 408,654% |
| Annual Yield % from dividends | 2.08 | 1.37 | 152% |
| Returns for 1 year | 7.58 | 7.30 | 104% |
| Returns for 3 years | 36.75 | 36.85 | 100% |
| Returns for 5 years | N/A | 15.34 | - |
| Returns for 10 years | N/A | N/A | - |