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CLBCX vs PLABX
CLBCX vs PLABX Comparison
Open Charts CLBCX vs PLABX
American Funds American Balanced 529C
Price$34.01
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets231.91B
Plumb Balanced A
Price$35.14
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets58.54M
CLBCX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 232B vs. PLABX (58.5M). PLABX pays higher dividends than CLBCX: PLABX (6.46) vs CLBCX (1.22). CLBCX was incepted earlier than PLABX: CLBCX (23 years) vs PLABX (4 years). PLABX (1.60) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. PLABX (25.00). CLBCX (250) and PLABX (250) have matching initial minimum investment requirements. CLBCX annual gain was more profitable for investors over the last year : 5.24 vs. PLABX (0.42).
| CLBCX | PLABX | CLBCX / PLABX | |
| Total Expense Ratio | 1.35 | 1.44 | 94% |
| Annual Report Gross Expense Ratio | 1.35 | 1.60 | 84% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | -0.781 | -4.250 | 18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232B | 58.5M | 396,581% |
| Annual Yield % from dividends | 1.22 | 6.46 | 19% |
| Returns for 1 year | 5.24 | 0.42 | 1,240% |
| Returns for 3 years | 16.83 | 17.62 | 96% |
| Returns for 5 years | 34.06 | N/A | - |
| Returns for 10 years | 49.21 | N/A | - |