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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Plumb Balanced Investor
Price$39.52
Change-$0.32 (-0.80%)
VolumeN/A
Net Assets65.16M
BALCX vs PLBBX Comparison Chart in %
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BALCX vs. PLBBX commentary
Nov 20, 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 Hold and PLBBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. PLBBX (65.2M). PLBBX (1.13) and BALCX (1.10) have matching dividends . BALCX was incepted earlier than PLBBX: BALCX (25 years) vs PLBBX (19 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 : 8.00 vs. PLBBX (0.42). BALCX return over 5 years is better than : 33.87 vs. PLBBX (8.30).
| 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 | 19 years | - |
| Gain YTD | 13.040 | 8.734 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 65.2M | 404,908% |
| Annual Yield % from dividends | 1.10 | 1.13 | 97% |
| Returns for 1 year | 8.00 | 0.42 | 1,913% |
| Returns for 3 years | 37.81 | 33.14 | 114% |
| Returns for 5 years | 33.87 | 8.30 | 408% |
| Returns for 10 years | 63.16 | 81.92 | 77% |
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