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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Plumb Balanced Investor
Price$37.16
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets65.46M
BALCX vs PLBBX Comparison Chart
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BALCX vs. PLBBX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. PLBBX (65.5M). BALCX pays higher dividends than PLBBX: BALCX (1.59) vs PLBBX (0.85). BALCX was incepted earlier than PLBBX: BALCX (24 years) vs PLBBX (18 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (36.00). 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 : 11.44 vs. PLBBX (9.28). BALCX return over 5 years is better than : 25.92 vs. PLBBX (13.07).
| BALCX | PLBBX | BALCX / PLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 1.938 | 1.419 | 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 | 1.59 | 0.85 | 186% |
| Returns for 1 year | 11.44 | 9.28 | 123% |
| Returns for 3 years | 10.59 | 4.04 | 262% |
| Returns for 5 years | 25.92 | 13.07 | 198% |
| Returns for 10 years | 49.96 | 73.81 | 68% |
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