Interact to see
Advertisement
Advertisement
BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$35.34
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.53B
Plumb Balanced Investor
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets59.84M
BALCX vs PLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PLBBX commentary
Jun 21, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 245B vs. PLBBX (59.8M). PLBBX (1.26) and BALCX (1.24) 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 (1.31). 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 : 3.76 vs. PLBBX (-3.27). BALCX return over 5 years is better than : 33.29 vs. PLBBX (13.29).
| BALCX | PLBBX | BALCX / PLBBX | |
| Total Expense Ratio | 1.31 | 1.44 | 91% |
| Annual Report Gross Expense Ratio | 1.31 | 1.58 | 83% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 4.062 | 1.501 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 59.8M | 409,699% |
| Annual Yield % from dividends | 1.24 | 1.26 | 99% |
| Returns for 1 year | 3.76 | -3.27 | -115% |
| Returns for 3 years | 29.83 | 30.29 | 98% |
| Returns for 5 years | 33.29 | 13.29 | 250% |
| Returns for 10 years | 50.44 | 65.66 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRXUX | 15.32 | N/A | N/A |
| MFS Blended Research Intl Eq R4 | |||
| FFIFX | 26.21 | N/A | N/A |
| American Funds Income Fund of Amer 529F3 | |||
| CEFIX | 13.08 | N/A | N/A |
| Calvert Emerging Markets Advancement I | |||
| CVKFX | 15.30 | N/A | N/A |
| Victory Pioneer Disciplined Value R6 | |||
| APDJX | 18.84 | -0.12 | -0.63% |
| Artisan International Small-Mid Advisor | |||