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FBONX vs PLIBX
FBONX vs PLIBX Comparison
Open Charts FBONX vs PLIBX
American Funds American Balanced 529-F-3
Price$38.94
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Plumb Balanced Institutional
Price$40.47
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets67.09M
FBONX vs PLIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. PLIBX (67.1M). FBONX pays higher dividends than PLIBX: FBONX (2.00) vs PLIBX (1.34). 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). PLIBX (10.53) and FBONX (10.31) 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 | 14.680 | 10.832 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 67.1M | 396,423% |
| Annual Yield % from dividends | 2.00 | 1.34 | 150% |
| Returns for 1 year | 10.31 | 10.53 | 98% |
| Returns for 3 years | 53.22 | 52.29 | 102% |
| Returns for 5 years | N/A | 19.27 | - |
| Returns for 10 years | N/A | N/A | - |
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