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CLBCX vs PLABX
CLBCX vs PLABX Comparison
Open Charts CLBCX vs PLABX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Plumb Balanced A
Price$36.99
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets65.46M
CLBCX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. PLABX (65.5M). CLBCX pays higher dividends than PLABX: CLBCX (1.52) vs PLABX (1.03). CLBCX was incepted earlier than PLABX: CLBCX (23 years) vs PLABX (4 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. PLABX (36.00). CLBCX (250) and PLABX (250) have matching initial minimum investment requirements. PLABX annual gain was more profitable for investors over the last year : 14.75 vs. CLBCX (11.42).
| CLBCX | PLABX | CLBCX / PLABX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 1.894 | 1.426 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 65.5M | 366,412% |
| Annual Yield % from dividends | 1.52 | 1.03 | 148% |
| Returns for 1 year | 11.42 | 14.75 | 77% |
| Returns for 3 years | 11.24 | 9.02 | 125% |
| Returns for 5 years | 26.62 | N/A | - |
| Returns for 10 years | 56.78 | N/A | - |
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