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FBONX vs PLIBX
FBONX vs PLIBX Comparison
Open Charts FBONX vs PLIBX
American Funds American Balanced 529-F-3
Price$35.00
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Plumb Balanced Institutional
Price$37.08
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets65.46M
FBONX vs PLIBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. PLIBX (65.5M). FBONX pays higher dividends than PLIBX: FBONX (2.50) vs PLIBX (1.24). FBONX was incepted earlier than PLIBX: FBONX (4 years) vs PLIBX (4 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). PLIBX annual gain was more profitable for investors over the last year : 14.85 vs. FBONX (12.59).
| FBONX | PLIBX | FBONX / PLIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | 1.952 | 1.422 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 65.5M | 366,412% |
| Annual Yield % from dividends | 2.50 | 1.24 | 201% |
| Returns for 1 year | 12.59 | 14.85 | 85% |
| Returns for 3 years | 14.84 | 9.32 | 159% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |