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FBONX vs PLIBX
FBONX vs PLIBX Comparison
Open Charts FBONX vs PLIBX
American Funds American Balanced 529-F-3
Price$35.33
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Plumb Balanced Institutional
Price$36.99
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets65.03M
FBONX vs PLIBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. PLIBX (65M). FBONX pays higher dividends than PLIBX: FBONX (2.50) vs PLIBX (1.24). FBONX was incepted earlier than PLIBX: FBONX (4 years) vs PLIBX (5 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. PLIBX (36.00). 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 : 9.52 vs. PLIBX (7.46).
| FBONX | PLIBX | FBONX / PLIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 2.913 | 1.176 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 65M | 372,308% |
| Annual Yield % from dividends | 2.50 | 1.24 | 201% |
| Returns for 1 year | 9.52 | 7.46 | 127% |
| Returns for 3 years | 20.16 | 15.34 | 131% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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