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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$38.21
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
Plumb Balanced Investor
Price$40.05
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets63.2M
BALCX vs PLBBX Comparison Chart in %
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BALCX vs. PLBBX commentary
Sep 19, 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: 263B vs. PLBBX (63.2M). PLBBX (1.17) and BALCX (1.16) have matching dividends . BALCX was incepted earlier than PLBBX: BALCX (25 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 : 8.68 vs. PLBBX (3.98). BALCX return over 5 years is better than : 38.82 vs. PLBBX (16.58).
| BALCX | PLBBX | BALCX / PLBBX | |
| Total Expense Ratio | 1.31 | 1.44 | 91% |
| Annual Report Gross Expense Ratio | 1.31 | 1.53 | 86% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 12.513 | 9.334 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 63.2M | 416,139% |
| Annual Yield % from dividends | 1.16 | 1.17 | 99% |
| Returns for 1 year | 8.68 | 3.98 | 218% |
| Returns for 3 years | 40.18 | 38.12 | 105% |
| Returns for 5 years | 38.82 | 16.58 | 234% |
| Returns for 10 years | 71.19 | 85.12 | 84% |
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