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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$33.54
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
Plumb Balanced Investor
Price$35.13
Change+$0.19 (+0.54%)
VolumeN/A
Net Assets58.31M
BALCX vs PLBBX Comparison Chart
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BALCX vs. PLBBX commentary
Apr 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 231B vs. PLBBX (58.3M). PLBBX (1.31) and BALCX (1.28) have matching dividends . BALCX was incepted earlier than PLBBX: BALCX (24 years) vs PLBBX (18 years). PLBBX (1.58) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (25.00). BALCX has a lower initial minimum investment than PLBBX: BALCX (250) vs PLBBX (2500). BALCX annual gain was more profitable for investors over the last year : 4.10 vs. PLBBX (-3.29). BALCX return over 5 years is better than : 32.12 vs. PLBBX (20.04).
| BALCX | PLBBX | BALCX / PLBBX | |
| Total Expense Ratio | 1.32 | 1.44 | 92% |
| Annual Report Gross Expense Ratio | 1.32 | 1.58 | 84% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -1.367 | -4.121 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 58.3M | 396,226% |
| Annual Yield % from dividends | 1.28 | 1.31 | 98% |
| Returns for 1 year | 4.10 | -3.29 | -125% |
| Returns for 3 years | 14.43 | 11.98 | 120% |
| Returns for 5 years | 32.12 | 20.04 | 160% |
| Returns for 10 years | 41.52 | 59.01 | 70% |
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