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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$37.39
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
Plumb Balanced Investor
Price$39.87
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets62.35M
BALCX vs PLBBX Comparison Chart in %
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BALCX vs. PLBBX commentary
Aug 29, 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: 255B vs. PLBBX (62.4M). PLBBX (1.18) and BALCX (1.18) have matching dividends . BALCX was incepted earlier than PLBBX: BALCX (24 years) vs PLBBX (18 years). PLBBX (1.53) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (26.00). 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 : 7.26 vs. PLBBX (2.83). BALCX return over 5 years is better than : 33.22 vs. PLBBX (9.48).
| BALCX | PLBBX | BALCX / PLBBX | |
| Total Expense Ratio | 1.31 | 1.44 | 91% |
| Annual Report Gross Expense Ratio | 1.31 | 1.53 | 86% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 10.099 | 8.379 | 121% |
| 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 | 1.18 | 1.18 | 100% |
| Returns for 1 year | 7.26 | 2.83 | 257% |
| Returns for 3 years | 33.01 | 31.16 | 106% |
| Returns for 5 years | 33.22 | 9.48 | 350% |
| Returns for 10 years | 66.67 | 84.08 | 79% |
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