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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$34.09
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
Plumb Balanced Investor
Price$35.59
Change+$0.20 (+0.57%)
VolumeN/A
Net Assets59.53M
BALCX vs PLBBX Comparison Chart
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BALCX vs. PLBBX commentary
Apr 03, 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: 234B vs. PLBBX (59.5M). 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 : 2.70 vs. PLBBX (-5.15). BALCX return over 5 years is better than : 44.04 vs. PLBBX (34.24).
| 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 | -0.014 | -3.412 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 59.5M | 393,277% |
| Annual Yield % from dividends | 1.28 | 1.31 | 98% |
| Returns for 1 year | 2.70 | -5.15 | -52% |
| Returns for 3 years | 10.18 | 3.07 | 332% |
| Returns for 5 years | 44.04 | 34.24 | 129% |
| Returns for 10 years | 45.96 | 61.38 | 75% |
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