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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$36.73
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
Plumb Balanced Investor
Price$38.91
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets61.9M
BALCX vs PLBBX Comparison Chart in %
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BALCX vs. PLBBX commentary
Aug 08, 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: 253B vs. PLBBX (61.9M). PLBBX (1.18) and BALCX (1.18) 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 : 9.98 vs. PLBBX (6.18). BALCX return over 5 years is better than : 32.54 vs. PLBBX (13.32).
| 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 | 8.155 | 6.523 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 61.9M | 408,724% |
| Annual Yield % from dividends | 1.18 | 1.18 | 100% |
| Returns for 1 year | 9.98 | 6.18 | 162% |
| Returns for 3 years | 28.72 | 23.95 | 120% |
| Returns for 5 years | 32.54 | 13.32 | 244% |
| Returns for 10 years | 57.88 | 75.06 | 77% |
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